It’s that time of year again to look ahead and think about the annual requirements for your qualified plan! Since a qualified retirement plan must meet various requirements throughout the year to retain the qualified status, it’s important you know when things are due. It’s critical to meet these deadlines if you are responsible for administering your company’s defined benefit plan. From making quarterly contributions to issuing the annual funding notice to participants, it can feel overwhelming. Let us help you stay on track by downloading our 2019 defined benefit plan compliance calendar. Note: The dates on this calendar pertain to a plan with a calendar plan year (with off-calendar due dates in parentheses).
If you administer your company’s 401(k) plan or other defined contribution plan, then download our 2019 defined contribution plan compliance calendar.
If you have questions regarding your specific plan provisions or due dates, please contact your Watkins Ross analyst.
Blog authored by Cheryl Gabriel, CPC.