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ERISA/Fidelity Bond for Plan Sponsors

Important Dates

**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

References

Client Information

Commonly Used Forms

Helpful Links & Resources

 

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