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Retirement Plan Administration

Actuarial Services

As part of our continuing dedication to our clients, we keep our clients informed of upcoming changes in regulations, upcoming deadlines and important dates.


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**Based only on Calendar Year Plans**


· January 31st

           Distribution Reporting—1099-R to participants


· March 1st

           Notification of Excess Deferral to participants


· March 15th

           Corrective Distribution for Failed ADP/ACP


· July 31st

           Initial Form 5500


· September 30th

           Summary Annual Report (SAR)


· October 15th

           Extended Form 5500


· December 1st

           Safe Harbor Notice to employees

Ready or Not, Here it Comes…

the PPA Plan Restatement

June 2014 Newsletter

The Continuing Evolution of the Safe Harbor 401(k) Plan

April 2014 Newsletter

Boomerang Employees: Rehires and Retirement Plans

February 2014 Newsletter

Automatic Enrollment for 401(k) Plans

2015 Newsletter

The Best Plan to Drive your Retirement Needs

2015 Newsletter

The IRS is back with some Brand New Corrections

2015 Newsletter

The Right Combination

2015 Newsletter

Timing is Everything

2015 Newsletter

YE Compliance Overview

2015 Newsletter

A Plan Fiduciary’s Responsibilities

2015 Newsletter