Friday, September 1, 2017

Key Retirement and Employee Benefits Compliance Reminders for September

Due September 15th

  • Extended due date for filing corporate tax returns and deductibility of contributions.

Due September 30th 

  • Medical Loss Ratio (MLR) rebates due for the 2014 reporting year and beyond.
  • Summary Annual Report due to participants, assuming filing of Form 5500 was not extended.
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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