Important Compliance Deadlines
February 2
Deadline for sending Form 1099-R to participants who received distributions from a qualified retirement plan during the previous year. (for most plans, Alliance completes this on your behalf)
March 16
- Deadline for distributing ADP/ACP refunds without incurring a 10% excise tax on the employer.
- Employer contributions due for S corporations and partnerships with a December 31st fiscal year-end.
- Deadline to apply to the IRS for a waiver of the minimum funding standard for DB and money purchase pension plans.
March 31
- Electronic filings of Form 1099-R for 2025 distributions are due to the IRS.
(for most plans, Alliance completes this on your behalf)
We Are Here to Help
Your Alliance Team is here to support you. Please contact us for additional information or assistance in meeting some of these important deadlines.