•  
 /  About Us / Details
September 23, 2019

Compliance Timeline for Retirement Plan Administration

It is important to keep a close watch on key testing and filing dates. Here are a few examples of key dates you should be aware of:

  • March 15th – Corrective Distributions
  • July 31st – Filing deadline for annual form 5500
  • October 15th – Corrective Plan Amendment
  • December 1st – Annual QDIA Notice

Following a calendar of dates can help you avoid missing deadlines. A good place to start is our Plan Administration and Compliance Calendar. To review the calendar, download our Plan Sponsor Guide to review the key dates you should be aware of.

 

Insights in Your Inbox
Find Us
  • OR