Amendments to increase plan benefits for the prior plan year must be adopted for funding purposes. (DB Plans)
If filing an electronic version of Form 1099-R, it must be filed by the last day of March
First quarter contribution installment for current year, if applicable (DB Plans)
Second quarter contribution installment for current year, if applicable (DB Plans)
Initial filing deadline for Form 5500 (or extend using Form 5558)
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.