Friday, March 31, 2017

Key Retirement and Employee Benefits Compliance Reminders for April

Due April 1st

  • Required minimum distributions (RMD) for first time qualifying participants, including 5% owners.

Due April 17th 

  • Deadline for corrective distributions for 402(g) excess contributions.
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

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