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

BENEFIT PLAN DEADLINE (12/31 year end):

Prospective amendment to add or remove safe harbor status for 2021.

Prospective amendment to add automatic enrollment to plan ( QACA & EACA) (For 2021).

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.

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.