Deadline Reminders for Calendar Year Defined Benefit Retirement Plans

Feb
28
Thu
2019
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
Fri
2019
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
Sun
2019
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
Mon
2019
Q1 Contribution Installment
Apr 15 all-day

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

Apr
30
Tue
2019
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
Mon
2019
Q2 Contribution Installment
Jul 15 all-day

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

Jul
31
Wed
2019
File Form 5500
Jul 31 all-day

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

Sep
15
Sun
2019
Contribution Due for Minimum Funding
Sep 15 all-day

Contribution due for minimum funding

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.

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