Oct
30
Sat
2021
PBGC comprehensive premium filing for the prior year (Small DB Plans)
Dec
15
Wed
2021
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
Fri
2021
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
Sat
2022
Fourth quarter contribution installment for prior year, if applicable (DB Plans)
Jan
31
Mon
2022
Form 1099-R must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Feb
10
Thu
2022
Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)
Feb
28
Mon
2022
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
Tue
2022
Amendments to increase plan benefits for the prior plan year must be adopted for funding purposes. (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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
