Retirement Plan Deadlines

Sun Mon Tue Wed Thu Fri Sat
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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3
4
5
6
7
8
9
10
11
12
13
14
15
Q4 Contribution Installment
Q4 Contribution Installment
Jan 15 all-day
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
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)

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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