Aug. 27, 2018:
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
SEPTEMBER
Begin preparing the applicable safe harbor notices to employees, and plan for distribution of the notices between October 2 and December 2. (Calendar year plans)
Distribute the plan’s Summary Annual Report by September 30 to participants and beneficiaries, unless an extension of time to file Form 5500 applies. (Calendar year plans)
Send a reminder memo or e-mail to all employees to encourage them to review and update, if necessary, their beneficiary designations for all benefit plans.
Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.
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