Upcoming compliance deadlines:
10/1 First day to distribute qualified default investment alternative (QDIA), safe harbor and automatic contribution arrangement annual notices to plan participants (no earlier than today)
10/1 Deadline for establishing a new safe harbor 401(k) plan
10/1 Deadline for setting up a SIMPLE for 2020
10/15 Extended deadline for filing 2019 Form 5500
10/15 Extended deadline for filing 2019 Form 8955-SSA
10/15 Extended deadline for filing 2019 individual tax returns
10/15 PBGC Comprehensive Premium filing and payment deadline
11/1* 2020 SIMPLE notice due to current participants
11/15* Deadline for distributing Summary Annual Report only if the IRS Form 5500 filing extension was due to the plan sponsor’s tax return extension
*This date falls on a Sunday. The IRS historically hasn’t extended due dates for required disclosures, contributions or distributions.
As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our Employee Benefit Plan Services, please feel free to contact me directly.
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About the Author: Michael Giess
