Deadline Reminders for Calendar Year Defined Contribution Retirement Plans

Sep
15
Sat
2018
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
Sun
2018
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
Mon
2018
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)

File Extended Form 5500
Oct 15 all-day

Extended Form 5500 must be filed (All Plans)

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

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

Dec
1
Sat
2018
Safe Harbor Notice
Dec 1 all-day

Safe Harbor Notice (and Contingent Notice for 3% safe harbor contribution, if applicable)

Dec
15
Sat
2018
Summary Annual Report to Participants
Dec 15 all-day

Summary Annual Report (SAR) must be disbursed to participants if Form 5500’s were extended (All Extended Plans)

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)

New Plan Establishment
Dec 31 all-day

Plan establishment due date if a new plan is desired (Plan must be establish by fiscal year end)

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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