Compliance Alert

Upcoming Compliance Deadlines:

6/30     Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests from plan with eligible automatic contribution arrangement (EACA) without 10% excise tax

7/29     Summary of material modifications is due (210 days after the end of the plan year in which the amendment was adopted)

7/31     Form 5500 is due for calendar year plans or a request for an extension on Form 5558

7/31     Form 5330 to report excise tax on prohibited transactions and excess 401(k) plan contributions is due

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