Key Retirement Plan Dates and Deadlines for Q4 2018


  • 1: IRS deadline to establish a new safe harbor 401(k) plan for the current calendar year
  • 15: IRS extended deadline to file Form 5500 (for calendar-year plans if extension had been filed)


  • 1: Deadline to provide annual SIMPLE IRA plan notices to eligible employees


  • 1: Deadline for providing annual safe harbor, qualified default investment alternative, and qualified automatic contribution arrangement notices to plan participants
  • 31: Deadline for processing corrective distributions
  • 31: Deadline for participants to take required minimum distributions