Retirement Plan Compliance Calendar

June 30- If you have plan assets invested in Employer Securites, you must file Form 11-K. 

July 28- Summary of Material Modification for changes in infromation made during the prior year must be mailed to plan participants.

July 31- Form 5500 Annual Return of Employee Benefit Plan must be filed.  If you haven’t gotten your information back to your TPA do it TODAY!  Otherwise a Form 5558 extension will have to be filed.