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Employee Benefit Services

Important Calendar Year Retirement Plan Deadlines

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.

If you have questions about the best options for your business, connect with us today!


Therese Cheevers
Therese Cheevers, APA, ERPA

Partner – Chair, Employee Benefit Services
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