Deadline Reminders for Calendar Year Defined Contribution Retirement Plans

Jan
31
Fri
2020
File Form 945
Jan 31 all-day

Form 945 must be filed (1/31 if taxes are due or 2/10 if taxes timely paid) (All Plans)

Form 1099-R to Participants
Jan 31 all-day

Form 1099-R must be sent to participants who received distributions during the prior calendar year (All Plans)

Feb
28
Fri
2020
Form 1099-R to IRS (Paper Filing)
Feb 28 all-day

If filing a paper copy of Form 1099-R, it must be filed by the last day of February

Mar
15
Sun
2020
Corrective Distributions for Failed ADP/ACP Tests
Mar 15 all-day

Corrective distributions for failed ADP/ACP tests (401(k) Plans)

Mar
31
Tue
2020
Form 1099-R to IRS (Electronic Filing)
Mar 31 all-day

If filing an electronic version of Form 1099-R, it must be filed by the last day of March

Apr
15
Wed
2020
Corrective Distributions to Exceeding Deferral Limits
Apr 15 all-day

Corrective distributions to participants who deferred more than the maximum 401(k) limit (401(k) Plans)

Sep
15
Tue
2020
Employer Contributions Due
Sep 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (All Plans)

Minimum Funding is Due
Sep 15 all-day

Funding for plans subject to minimum funding (e.g. money purchase plans) is due regardless of tax filing date

Sep
30
Wed
2020
Summary Annual Report to Participants
Sep 30 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)

Oct
15
Thu
2020
Employer Contributions Due
Oct 15 all-day

Employer contributions are due by the tax filing date plus tax return extensions (Only applicable to Schedule C (1040) filers)

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.
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