Upcoming Compliance Deadlines

by | Aug 14, 2019 | Institutional Services

September 2019

15th: Money Purchase Pension, Target Benefit Pension, and Defined Benefit Plans — Required contribution to Money Purchase Pension, Target Benefit Pension, and Defined Benefit Plans (8-1/2 months after plan year-end) and 2018 employer profit sharing and match contributions for those sponsors who filed a corporate tax extension.

30th: Summer Annual Report — Summary Annual Report due to participants for plans with 12/31 plan year-end. (Due to participants nine months after plan year end or two months after filing Form 5500.)

 October 2019

1st: 401(k) — 401(k) Plan Safe Harbor Notice (must be provided between October 1 and December 1 for plans with a 12/31 plan year-end).

15th: Form 5500 and Form 8955-SSA — The deadline for filing Form 5500 and Form 8955-SSA for calendar year-end plans on extension.

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