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 file IRS Form 945 to […]