Deadline Reminders for Calendar Year Defined Benefit Retirement Plans

Jan
31
Sun
2021
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)

Feb
10
Wed
2021
File Form 945
Feb 10 all-day

Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)

Feb
28
Sun
2021
Form 1099-R to IRS (Paper Filing)
Feb 28 all-day

If filing a paper copy of Form 1099-R, it must be filed by the last day of February

Large PBGC Comprehensive Premium Filing
Feb 28 all-day

PBGC comprehensive premium filing for the current year (Flat Rate Large DB Plans)

Mar
15
Mon
2021
Amendments to Increase Prior Year Benefits
Mar 15 all-day

Amendments to increase plan benefits for the prior plan year must be adopted for funding purposes. (DB Plans)

Mar
31
Wed
2021
Form 1099-R to IRS (Electronic Filing)
Mar 31 all-day

If filing an electronic version of Form 1099-R, it must be filed by the last day of March

Apr
15
Thu
2021
Q1 Contribution Installment
Apr 15 all-day

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

Apr
30
Fri
2021
PBGC Annual Funding Notice
Apr 30 all-day

PBGC Annual Funding Notice must be disbursed to participants (large plans) (DB Plans)

PBGC Reportable Event
Apr 30 all-day

PBGC Reportable Event (DB Plans)

Jul
15
Thu
2021
Q2 Contribution Installment
Jul 15 all-day

Second quarter contribution installment for current 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.
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