Retirement Plan Deadlines

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Contribution Due for Minimum Funding
Contribution Due for Minimum Funding
Sep 15 all-day
Contribution due for minimum funding
Employer Contributions Due
Employer Contributions Due
Sep 15 all-day
Employer contributions are due by the tax filing date plus tax return extensions (All Plans)
Employer Contributions Due
Employer Contributions Due
Sep 15 all-day
Employer contributions are due by the tax filing date plus extensions but no later than 9/15 (All DB Plans)
Minimum Funding is Due
Minimum Funding is Due
Sep 15 all-day
Funding for plans subject to minimum funding (e.g. money purchase plans) is due regardless of tax filing date
AFTAP Must be Certified
AFTAP Must be Certified
Sep 30 all-day
Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)
Summary Annual Report to Participants
Summary Annual Report to Participants
Sep 30 all-day
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)
Summary Annual Report to Participants
Summary Annual Report to Participants
Sep 30 all-day
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans not covered by the PBGC)

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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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