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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 2020 employer contributions for those sponsors who filed a tax extension for Partnership or S-Corporation returns for the March […]

The Headliner   A periodic round-up of what’s happening in the Retirement Plan Industry   Upcoming Deadlines for calendar-year Plans May 15th – Quarterly Benefit StatementDeadline for participant-directed Plans to provide participants their quarterly benefit/disclosure statement, including a statement of Plan fees and expenses charged to individual Plan accounts during the quarter. June 30th –

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 file IRS Form 945 to

The Headliner A periodic round-up of what’s happening in the Retirement Plan Industry 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 corrective distributions, and/or to deposit Qualified Non-Elective Contributions (QNEC) for

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 or S-Corporation returns for the