Deadline Reminders for Calendar Year Defined Contribution Retirement Plans

Jul
31
Tue
2018
File Form 5500
Jul 31 all-day

Initial filing deadline for Form 5500 (or extend using Form 5558) (All Plans)

Aug
15
Wed
2018
Periodic Pension Benefit Statement
Aug 15 all-day

Periodic pension benefit statement (DC Plans that require quarterly disclosures)

Nov
15
Thu
2018
Periodic Pension Benefit Statement
Nov 15 all-day

Periodic pension benefit statement (DC Plans that require quarterly disclosures)

Dec
31
Mon
2018
Adopt Discretionary Plan Amendments
Dec 31 all-day

Any discretionary plan amendments must be adopted by 12/31 in order to be effective during the year (All Plans)

Jul
31
Wed
2019
File Form 5500
Jul 31 all-day

Initial filing deadline for Form 5500 (or extend using Form 5558) (All 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. 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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