Deadline Reminders for Calendar Year Defined Benefit Retirement Plans

Jan
31
Fri
2020
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
Mon
2020
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
Fri
2020
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
Sun
2020
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
Tue
2020
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
Wed
2020
Q1 Contribution Installment
Apr 15 all-day

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

Apr
30
Thu
2020
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
Wed
2020
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. 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.
  • This field is for validation purposes and should be left unchanged.
Schedule a Call

Let's talk!

Close