Compliance

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...

Upcoming Compliance Deadlines for Calendar-Year Plans

Upcoming Compliance Deadlines for Calendar-Year Plans

1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and Automatic Contribution Arrangements (EACA or QACA).31st December 2020 ADP/ACP Corrections – Deadline for a plan to make ADP/ACP...