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December 2017

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

December 1

BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2017 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year. 2017 Supplemental Notice for safe harbor plan that issued Contingent Notice at beginning of year as to whether 3% safe harbor will be made for the current year. Qualified Default Investment Alternative (QDIA) notice…

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IMPORTANT DEADLINE: Corporations

December 15

CORPORATIONS: Fourth installment of 2017 estimated taxes is due.

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

December 15

BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report

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IMPORTANT DEADLINE: Deduction

December 31

DEDUCTION DEADLINE: Last date to make payments that can be deducted from 2017 return. Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2017 return.

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

December 31

BENEFIT PLAN DEADLINE (12/31 year end)*: Prospective amendment to add or remove safe harbor status for 2017 Required minimum distribution date (over age 70 ½) under IRC 401(a)(9) Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution *Deadline falls on a weekend which we do not recommend extending.

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