Periodic pension benefit statement (DC Plans that require quarterly disclosures)
Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)
Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)
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 establish by fiscal year end)
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)
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.