Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)

Nov 15, 2019

September 2019
15thMoney Purchase Pension, Target Benefit Pension, and Defined Benefit Plans — Required contribution to Money Purchase Pension, Target Benefit Pension, and Defined Benefit Plans (8-1/2 months after plan year-end) and 2018 employer profit sharing and match contributions for those sponsors who filed a corporate tax extension.
30thSummer Annual Report — Summary Annual Report due to participants for plans with 12/31 plan year-end. (Due to participants nine months after plan year end or two months after filing Form 5500.)
October 2019
1st401(k) — 401(k) Plan Safe Harbor Notice (must be provided between October 1 and December 1 for plans with a 12/31 plan year-end).
15thForm 5500 and Form 8955-SSA — The deadline for filing Form 5500 and Form 8955-SSA for calendar year-end plans on extension.

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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