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.