Wednesday, March 1, 2017

Key Retirement and Employee Benefits Compliance Reminders for March

Due March 1st

  • Form M-1 must be filed by multiple employer welfare arrangements (MEWAs) and entities claiming an exception from MEWA status (automatic 60-day extension is available upon request).

Due March 2nd

  • Section 6055 (Forms 1094-B and 1095-B) Individual statements must be furnished 
  • Section 6056 (Forms 1094-C and 1095-C) Individual statements must be furnished 

Due March 15th 

  • Corrective distributions for failed actual contribution percentage (ACP)/actual deferral percentage (ADP) test without 10% excise tax penalty (for plans without EACA).
  • Corporate tax returns due and contribution deadline for deductibility (without extension). 
  • Due date for automatic extension to September 15 for corporate tax returns.

Due March 31st

  • Electronic filing of Form 1099-R for distributions made in 2016.

Download the full 2017 Retirement and Employee Benefits Compliance Calendar.

If you have any questions or would like to begin talking to an advisor, please get in touch by calling (855) 882-9177 or e-mail us at sbs@hanys.org.