Dec
15
Sun
2019
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans not covered by the PBGC)
Dec
31
Tue
2019
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)
Jan
15
Wed
2020
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
Jan
31
Fri
2020
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
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Feb
28
Fri
2020
If filing a paper copy of Form 1099-R, it must be filed by the last day of February
PBGC comprehensive premium filing for the current year (Flat Rate Large DB Plans)
Mar
15
Sun
2020
Amendments to increase plan benefits for the prior plan year must be adopted for funding purposes. (DB Plans)
Mar
31
Tue
2020
If filing an electronic version of Form 1099-R, it must be filed by the last day of March
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.
