Important Dates | Pension Planning Consultants, Inc.

Important Dates

Retirement Plan Deadlines

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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