Your 2020 Compliance Calendar
- January 21, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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