August 19, 2020

August 2020

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry Upcoming Deadlines for calendar-year Plans September 15th – Required contribution to Money Purchase Pension and Target Benefit Pension. 15th – Contribution deadline for deducting 2019 employer contributions for those sponsors who filed a tax extension for Partnership […]
December 2, 2020

November 2020

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry Upcoming Deadlines for calendar-year Plans December 1st – Participant NoticesAnnual notices due for Safe Harbor elections, Qualified Default Investment Alternatives (QDIA), and Automatic Contribution Arrangements (EACA, QACA). 31st – ADP/ACP CorrectionsDeadline for the Plan to make ADP/ACP […]
February 19, 2021

February 2021

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry Upcoming Deadlines for calendar-year Plans February 1st – IRS Form 1099-RDeadline to distribute 1099-R to participants and beneficiaries who received a distribution or a deemed distribution during the prior Plan Year. 1st – IRS Form 945Deadline to […]