Upcoming compliance deadlines:

10/1     First day to distribute qualified default investment alternative (QDIA), safe harbor, and automatic contribution arrangement annual notices to plan participants (no earlier than today)

10/1     Deadline for establishing a new safe harbor 401(k) plan

10/1     Deadline for setting up a SIMPLE for 2018

10/15   Extended deadline for filing 2017 Form 5500

10/15   Extended deadline for filing 2017 Form 8955-SSA

10/15   Extended deadline for filing 2017 individual tax returns

10/15   PBGC Comprehensive Premium filing and payment deadline

11/1     2018 SIMPLE notice due to current participants

11/15   Deadline for distributing summary annual report if the IRS Form 5500 filing extension was due to the plan sponsor’s tax return extension

For a no-obligation discussion on the possible impact and steps you should take now, contact Meresa Morgan, our Audit Shareholder with significant experience in this area.

© 2018