Retirement Plan Deadlines

Sun Mon Tue Wed Thu Fri Sat
1
Safe Harbor Notice
Safe Harbor Notice
Dec 1 all-day
Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Summary Annual Report to Participants
Summary Annual Report to Participants
Dec 15 all-day
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)
Summary Annual Report to Participants
Summary Annual Report to Participants
Dec 15 all-day
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Adopt Discretionary Plan Amendments
Adopt Discretionary Plan Amendments
Dec 31 all-day
Any discretionary plan amendments must be adopted by 12/31 in order to be effective during the year (All Plans)
Adopt Discretionary Plan Amendments
Adopt Discretionary Plan Amendments
Dec 31 all-day
Any discretionary plan amendments must be adopted by 12/31 in order to be effective during the year (All Plans)
New Plan Establishment
New Plan Establishment
Dec 31 all-day
Plan establishment due date if a new plan is desired (Plan must be established by fiscal year end)
New Plan Establishment
New Plan Establishment
Dec 31 all-day
Plan establishment due date if a new plan is desired (Plan must be establish by fiscal year end)


Contact Us

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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