Retirement Plan Deadlines

SunMonTueWedThuFriSat
1
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)
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9
Q4 Contribution Installment
Q4 Contribution Installment
Jan 15 all-day
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
File Form 945
File Form 945
Jan 31 all-day
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Form 1099-R to Participants
Form 1099-R to Participants
Jan 31 all-day
Form 1099-R must be sent to participants who received distributions during the prior calendar year (All Plans)
Form 1099-R to Participants
Form 1099-R to Participants
Jan 31 all-day
Form 1099-R must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)

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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 for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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