Jul. 30, 2018:
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
AUGUST
Begin preparing for the distribution of the plan’s Summary Annual Report to participants and beneficiaries by September 30, unless a Form 5500 extension of time to file applies. (Calendar year plans)
Submit employee census and payroll data to the plan’s recordkeeper for mid-year compliance testing. (Calendar year plans)
Confirm that participants who terminated employment between January 1 and June 30 elected a distribution option for their plan account balance and returned their election form. Contact those whose forms were not received.
Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.
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