Event Block
Used to create a quarterly events calendar
January
Jan 1 -
Dec 31 Review 2023 Plan Limits
Dec 31 Review 2023 Plan Limits
Jan 31
Last day to furnish Form 1099-R to recipients of distributions and/or deemed distributions in 2022
February
Feb 10
Last day to file Form 945 to report federal income tax withheld from distributions in 2022.
Feb 14
Last day to furnish fourth quarter 2021 benefit statement and fee disclosure to a participant or beneficiary
Feb 28
Last day to file Form 1096 and Form 1099-R on paper with the IRS for prior year distributions and/or deemed distributions
March
Mar 15
Last day to refund excess contributions (for failed ADP test) and refund or forfeit
Mar 15
Application for Waiver for Minimum Funding Standard due for Money Purchase plans
Mar 31
Last day to file Form 1099-R electronically with the IRS for prior year distributions and/or deemed distributions.
Mar 31
Last day (unextended deadline) to file Form 5330 and pay excise tax on 2021 plan
April
Apr 1
Required Beginning Date (RBD) for taking first Required Minimum Distribution (RMD)
Apr 15
Last day to distribute excess deferrals in excess of 402(g) dollar limits for 2022
Apr 15
Last day for C corporation and Partnerships employer plan sponsors
Apr 15
Deadline to file Form 7004. (Request Automatic Extension for Corporate Tax Returns to October 15.)
May
May 15
Last day to furnish first quarter 2023 benefit statement and fee disclosure to a participant or beneficiary
June
Jun 30
Last day for EACA plans to refund excess contributions
July
Jul 29
Last day to furnish Summary of Material Modifications (SMM) (or an updated SPD)
Jul 31
Last day to file Form 5500 for 2022 without extension
Jul 31
Last day to file Form 8955-SSA without extension
Jul 31
Last day to provide a notice to terminated vested participants describing deferred vested retirement benefits
Jul 31
Last day to file Form 5558
Jul 31
Last day (without 5500 extension) to furnish annual benefit statement
Jul 31
Last day (unextended deadline) to file Form 5330 and pay excise tax
August
Aug 14
Last day to furnish second quarter 2023 benefit statement
September
Sep 15
Last day to pay balance of remaining required contributions for 2022
Sep 30
Last day to furnish Summary Annual Report for 2022 plan year
October
Oct 2 -
Dec 2 Distribute Annual 401(k) Plan Safe Harbor Notice
Dec 2 Distribute Annual 401(k) Plan Safe Harbor Notice
Oct 2 -
Dec 2 Distribute Qualified Default Investment Alternative (QDIA) Notice
Dec 2 Distribute Qualified Default Investment Alternative (QDIA) Notice
Oct 2 -
Dec 2 Distribute Annual Automatic Enrollment Notice
Dec 2 Distribute Annual Automatic Enrollment Notice
Oct 2 -
Dec 2 403(b) Annual Contribution Notice
Dec 2 403(b) Annual Contribution Notice
Oct 16
Last day to file Form 5500
Oct 16
Last day to file Form 8955-SSA
Oct 15
Last day to provide a notice to terminated vested participants
Oct 16
Last day to give notice to IRS of Qualified Separate Lines of Business
Oct 15
Last day (with 5500 extension) to furnish annual benefit statement
Oct 15
Last day to adopt and implement retroactive corrective plan
Oct 15
Last day for C corporation employer plan sponsors to make contributions
Oct 15
Last day to provide new Lifetime Income Disclosure
November
Nov 14
Last day to furnish third quarter 2023 benefit statement
December
Dec 1
Last day to provide annual participant notices
Dec 15
Last day (with 5500 extension) to furnish Summary Annual Report for 2022 plan year.
Dec 31
Last day to refund excess contributions (failed ADP test)
Dec 31
Last day to make Required Minimum Distributions (RMD)
Dec 31
Last day for plan sponsors to adopt discretionary plan amendments
Dec 31
Last day of the Plan Year: