Sep
30
Wed
2020
Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)
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
Extended Form 5500 must be filed (All Plans)
Filing deadline for PBGC Annual Comprehensive Premium Filing (Midsize DB Plans & Variable Rate Large DB Plans)
Third quarter contribution installment for current year, if applicable (DB Plans)
Oct
30
Fri
2020
PBGC comprehensive premium filing for the prior year (Small DB Plans)
Dec
15
Tue
2020
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
Dec
31
Thu
2020
Any discretionary plan amendments must be adopted by 12/31 in order to be effective during the year (All Plans)
Plan establishment due date if a new plan is desired (Plan must be established by fiscal year end)
Jan
15
Fri
2021
Fourth quarter contribution installment for prior year, if applicable (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.
