Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
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)
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
Form 1099-R must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Amendments to increase plan benefits for the prior plan year must be adopted for funding purposes. (DB Plans)
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.