Upcoming compliance deadlines:
6/30 Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests from plans with eligible automatic contribution arrangement (EACA) without 10% excise tax
7/28 Summary of material modifications is due (210 days after the end of the plan year in which the amendment was adopted)
8/1* Form 5500 is due for calendar year plans or a request for an extension on Form 5558
8/1* Form 5330 to report excise tax on prohibited transactions and excess 401(k) plan contributions is due
8/1* Form 8955-SSA for calendar year plans to report separated participants with a deferred vested benefit
* These dates reflect an extension of the normal deadline, which falls over the weekend this year.
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