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)
Jul
31
Fri
2020
Initial filing deadline for Form 5500 (or extend using Form 5558)
Sep
15
Tue
2020
Contribution due for minimum funding
Employer contributions are due by the tax filing date plus extensions but no later than 9/15 (All DB Plans)
Sep
30
Wed
2020
Adjusted Funding Target Attainment Percentage (AFTAP) must be certified (DB Plans)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans not covered by the PBGC)
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.
