Important Admininstration and Compliance Dates to Remember

January 1: Quarterly and semi-annual date for calendar year plans

January 31: Form 1099-R to participants and Form 943

February 28: 1099-R paper filing deadline with IRS

March 15: ADP/ACP testing complete/correct failure

March 31: 1099-R electronic filing deadline with IRS

April 1: RMD and Quarterly entry date for calendar year plans

April 15: Tax due date for partnerships and sole proprietors

June 30: Deadline for processing corrective distributions for failed ADP/ACP testing

July 29: Updated SPD and SMM

July 31: For 5500, 5558, and 5330

September 15: Final deadline for contributions

September 31: Summary Annual Report

October 1: Quarterly entry date for calendar year plans

October 4: Automatic Deferral and/or Safe Harbor Notice

October 15: Extended deadline for Form 5500 & tax returns

November 2: SIMPLE 401(k) Notifications

December 1: Automatic Deferral and/or Safe Harbor Notice

December 15: Summary Annual Report for 5500 Extenders

December 31: RMD and data for minimum coverage, ADP/ACP and top-heavy testers