Compliance Alert

Upcoming compliance deadlines:

4/1       Initial required minimum distribution for participants who attained age 70½ in 2014 (applies to qualified plans where the participant is at least a 5% owner and to traditional IRA accounts)

4/15     Deadline for corrective distribution of 2014 excess deferral failures

4/15     Deadline for filing of 2014 individual and/or partnership tax returns and making contributions eligible for deductibility

5/15     Deadline for filing 2014 Form 990, “Return of Organization Exempt From Income Tax”

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