401(k) Compliance Calendar

Important Dates For Plan Sponsors

Don’t let your savings slip away. Stay on top of your 401(k) deadlines.

As a small business, we understand that you’re busy trying to “do it all”. So, it’s easy to let your retirement plan deadlines slip through the cracks. As part of your role as plan sponsor, you are also responsible for various reporting, disclosure, and notices throughout the year.

Luckily, we’re here to help! As extreme retirement enthusiasts and future-you champions, we want to make sure you keep 401(k) deadlines throughout the year. We made this calendar as a reference guide to help your plan address compliance requirements and potentially avoid unnecessary administrative hassle and penalties.

Please note: this is not intended to be an exhaustive list, but a convenient reference guide.
If you have any questions about your specific plan, reach out to a member of our team as we are happy to help. 

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