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
Apr
15
Wed
2020
First quarter contribution installment for current year, if applicable (DB Plans)
Apr
30
Thu
2020
PBGC Annual Funding Notice must be disbursed to participants (large plans) (DB Plans)
PBGC Reportable Event (DB Plans)
Jul
15
Wed
2020
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.
