A qualified retirement plan must meet various requirements throughout the year in order to retain the qualified status. If you are responsible for administering your company’s defined contribution plan, it’s critical not to miss a deadline! From processing failed ADP/ACP test refunds to delivering the participant fee disclosures, it can feel overwhelming. Let us help you stay on track by downloading our defined contribution plan compliance calendar.
Note: The dates on this calendar pertain to a plan with a calendar plan year. However, if your plan utilizes an off-calendar plan year or you have questions regarding your specific plan provisions, please contact your Watkins Ross Retirement Plan Administrator.
If you administer your company’s defined benefit plan, then download our defined benefit plan compliance calendar.
Please contact your Watkins Ross administrator with any questions about the due dates for your specific plan.