Your 2020 Compliance Calendar

January is a great time to mark calendars and ensure you’ve noted and communicated key dates for Plan compliance.

Regulations and Plan documents require a good understanding of the Plan features and the appropriate notices and disclosures. These must be  provided to participants on an annual basis.

The attached calendar from Mercer  provides a quick resource for various filing and disclosure deadlines for single-employer,tax-qualified defined contribution (DC) Plans with calendar year ends.

By Jeff Atwell, AIF, C(k)P, CPFA , Principal, TRG Fiduciary Services, LLC