Deadline Reminders for Calendar Year Defined Benefit Retirement Plans

Jul
15
Wed
2020
Q2 Contribution Installment
Jul 15 all-day

Second quarter contribution installment for current year, if applicable (DB Plans)

Jul
31
Fri
2020
File Form 5500
Jul 31 all-day

Initial filing deadline for Form 5500 (or extend using Form 5558)

Sep
15
Tue
2020
Contribution Due for Minimum Funding
Sep 15 all-day

Contribution due for minimum funding

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)

Sep
30
Wed
2020
AFTAP Must be Certified
Sep 30 all-day

Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)

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)

Oct
15
Thu
2020
File Extended Form 5500
Oct 15 all-day

Extended Form 5500 must be filed (All Plans)

PBGC Annual Comprehensive Premium Filing
Oct 15 all-day

Filing deadline for PBGC Annual Comprehensive Premium Filing (Midsize DB Plans & Variable Rate Large DB Plans)

Q3 Contribution Installment
Oct 15 all-day

Third quarter contribution installment for current year, if applicable (DB Plans)

Oct
30
Fri
2020
Small Plan PBGC Comprehensive Premium Filing
Oct 30 all-day

PBGC comprehensive premium filing for the prior year (Small DB 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 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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