Upcoming Compliance Deadlines

by | Aug 15, 2023 | Institutional Services

September 2023

15th:  Required contribution to Money Purchase Pension Plans, Target Benefit Pension Plans, and Defined Benefit Plans.

15th:  Contribution deadline for deducting 2022 employer contributions for those sponsors who filed a tax extension for Partnership or S-Corporation returns for the March 15, 2023 deadline.

30th: Deadline for certification of the Annual Funding Target Attainment Percentage (AFTAP) for Defined Benefit plans for the 2023 plan year.

October 2023

16th: Extended due date for the filing of Form 5500 and Form 8955 for plan years ending December 31, 2022.

16th:  Due date for 2023 PBGC Comprehensive Premium Filing for Defined Benefit plans.

16th:  Contribution deadline for deducting 2022 employer contributions for those sponsors who filed a tax extension for C-Corporation or Sole-Proprietor returns for the April 18, 2023 deadline.

16th:  Due date for non-participant-directed individual account plans to include Lifetime Income Illustrations on the annual participant statement for the plan year ending December 31, 2022.

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