Deadline season is around the corner! That means now is a great time to evaluate your calendar year retirement plan strategy. There’s still time to make changes or implement a plan, if needed. Windes can help you be proactive and take advantage of the opportunity to make needed changes.
- November 1 – Deadline to send notices regarding ending a SIMPLE retirement plan
- December 1 – Deadline to provide notice for a safe harbor match feature for the 2022 plan year
- December 31 – Deadline to implement a 4% safe harbor non-elective contribution for the previous plan year
- Business’s tax return due date 2021 – An employer now has until the due date of the business’s tax return, including extensions, to establish a profit sharing, defined benefit, or cash balance plan for the prior year. The tax filing deadline varies based on the employer’s business entity type.
