Upcoming Compliance Deadlines

by | May 31, 2018 | Institutional Services


30th:  For plans that maintain an eligible automatic contribution arrangement (EACA), this is the due date for processing corrective distributions for failed ADP/ACP tests (without incurring the 10% excise tax).


28th:  If you amended your plan in 2017, the law requires that you distribute a Summary of Material Modifications (SMM) to the plan’s participants.

31st:  Form 5500 (Annual Return/Report of Employee Benefit Plan) and Form 8955-SSA (Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits) are due without extension.

31st:  Form 5558 (Application for Extension of time) extends the due date for Forms 5500 and 8955-SSA for 2 and ½ months.

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