(Read time 0:53) Welcome to the latest edition of Tax Talk. In this issue, we highlight upcoming crucial compliance deadlines and also provide a quick reminder for plan participants. (Dates below are for calendar year plans and companies.) Upcoming Deadlines January...
Compliance Deadline
Tax Talk – Retirement Plan Compliance Deadlines
(Read time 1:49) In this edition of Tax Talk, we provide updates on critical compliance deadlines for defined contribution (DC) plans. The schedule provided below assumes your plan operates on a calendar year basis. December 1st, 2023 Various annual notices must be...
Summer 2023 Tax Deadline
You might be interested in an important compliance deadline coming up for defined contribution plans and a quick reminder about filing IRS Form 5500. October 16th - Extended deadline to file IRS Form 5500 to the Department of Labor (DOL) for plans with a December 31st...