• Shannon

Deadlines to Remember

Deadlines go hand-in-hand with Compliance Consulting. Staying on top of the strict deadlines that apply to qualified defined contribution retirement plans and reminding our clients of those deadlines is part of our service.

There are also some deadlines that Plan Sponsors need to keep in mind. We created an easy to follow graphic you can download or come back here to reference any time you’d like.

Disclaimer: The forms and deadlines covered in this graphic come with complex rules and regulations not covered here. For more information, refer to the DOL’s page.

*The Summary Annual Report can also be sent out two months after the due date for filing Form 5500 with an approved extension.

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