Important Dates

Retirement Plan Deadlines

HomeImportant Dates

Important Dates

Listed below are key DEADLINE dates for Retirement Plans.

*** Based only on Calendar Year Plans ending 12/31 of each year ***

  • January 31st – Distribution Reporting Deadline — 1099-R to Participants
  • March 1st – Notification of Excess Deferral to Participants Deadline
  • March 15th – Corrective Distribution for Failed ADP/ACP Deadline
  • July 31st – Initial Form 5500 Filing Deadline
  • September 30th – Summary Annual Report (SAR) Deadline
  • October 15th – Extended Form 5500 Filing Deadline
  • December 1st – Safe Harbor Notice to Employees Deadline