Important Annual Plan Dates To Remember!

Deadlines and Explanations of Key Events for Qualified 401(k) and Defined Contribution Plans

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There are many important requirements for qualified 401(k) and defined contribution plans that occur either during the calendar year or during the plan year. Some examples include participant statements, compliance testing and remittance of plan contributions.
 
We are providing you with the attached chart which, although not intended to be exhaustive, includes the key annual events which must occur for compliance over the course of the plan year or the calendar year. (For off-calendar year plans the deadlines should be determined accordingly based on the time frames described in the chart.)
 
There is a lot to monitor and manage, as missing any of these deadlines and/or events can cause headaches for you and your clients. We encourage you to reach out to us so we can help you and your clients navigate these deadlines and requirements, thereby providing your clients with the best possible service.
 
Download your copy here.