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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.


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