Retirement Plan Calendar for February and March

Here are the action points-

February 14-  Quarterly statements are due to the participants

February 28-  Transmit paper copies of IRS Form 1099-R using form 1096, if not filing electronically

February 29- File form W-3 reflecting employee wages and elective deferrals for 2011, and W-2 Copy A with the social security administration, unless filing electronically

March 15-  Corrective distributions must be completed if you failed 2011 ADP/ACP testing.