2019 Defined Contribution
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 2019 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 2019 defined benefit plan compliance calendar.
Please contact your Watkins Ross administrator with any questions about the due dates for your specific plan.
Related Articles You Might Like
ADP/ACP Testing DeadlineMarch 15 is a well-known date in the defined contribution world. This is the ADP/ACP testing deadline; meaning this is the date that corrective distributions must be processed for a failed ADP/ACP test (Actual Deferral Percentage/Actual...
Who Retains The Beneficiary Forms?Beneficiary designation forms are used to determine who is entitled to the defined contribution retirement plan benefits upon the death of a participant. While participants complete these forms upon entering a plan, it’s often...
Changes to Hardship RulesRecent regulatory changes as a result of the Tax Cuts and Jobs Act of 2017 (“Tax Cuts Act”) and the Bipartisan Budget Act of 2018 (“Budget Act”) may impact certain provisions of your 401(k) Plan. Many of these changes will become effective the...