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Pension Planning Consultants is becoming Daybright Financial—part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners, and all its firms. While our name is changing, there are no changes to how you contact us or access your account. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit Daybright.com.
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Important Dates

Retirement Plan Deadlines

HomeImportant Dates

Important Dates

Listed below are key DEADLINE dates for Retirement Plans.

*** Based only on Calendar Year Plans ending 12/31 of each year ***

  • January 31st – Distribution Reporting Deadline — 1099-R to Participants
  • March 1st – Notification of Excess Deferral to Participants Deadline
  • March 15th – Corrective Distribution for Failed ADP/ACP Deadline
  • July 31st – Initial Form 5500 Filing Deadline
  • September 30th – Summary Annual Report (SAR) Deadline
  • October 15th – Extended Form 5500 Filing Deadline
  • December 1st – Safe Harbor Notice to Employees Deadline

Contact Info

6201 Uptown Blvd NE · Suite 100
Albuquerque · NM · 87110

Phone: (888) 880-1283

Contact us: info@pensionplanningusa.com

Office Hours

Mon - Fri: 8:00 am to 5:00 pm (Mountain Time)

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