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)
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)
PBGC comprehensive premium filing for the prior year (Small DB Plans)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
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.