If filing a paper copy of Form 1099-R, it must be filed by the last day of February
Corrective distributions for failed ADP/ACP tests (401(k) Plans)
If filing an electronic version of Form 1099-R, it must be filed by the last day of March
Corrective distributions to participants who deferred more than the maximum 401(k) limit (401(k) Plans)
Initial filing deadline for Form 5500 (or extend using Form 5558) (All Plans)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were not extended (All Non‐extended Plans)
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.