Saturday, July 1, 2017

Key Retirement and Employee Benefits Compliance Reminders for July

Due July 29th

  • Summary of Material Modification (SMM) for amendments adopted in 2016.

Due July 31st 

  • Form 5500 due (without extension)
  • Form 5558 due for automatic extension to October 16 for filing Form 5500.
  • Form 5330 due to report and pay excise tax on prohibited transactions and nondeductible contributions made in 2016.
  • Patient-Centered Outcomes Research Institute (PCORI) fees and Form 720 due. 
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.