COMPLIANCE ALERT

Upcoming compliance deadlines:

4/1       Deadline for receiving first required minimum distribution for participants attaining age 70½ or retiring after age 70½ in prior year.

4/15     Deadline for corrective distribution of 2015 402(g) excess deferral failures.

4/15     Deadline for filing 2015 individual and/or partnership tax returns and eligibility of contributions for deductibility.

5/15     Deadline for filing 2015 Form 990, “Return of Organization Exempt from Income Tax” for calendar year filers.

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