Thursday, January 12, 2017

Key Retirement and Employee Benefits Compliance Reminders for January

Due January 17th

  • Transistional Reinsurance Fees due for insurers and plan sponsors of self-insured health plans..

Due January 31st

  • Determination letter submission deadline for individually designed plan documents. This applies to plan sponsors with EINs ending in 1 or 6.
  • Form 1099-R to participants who received a distribution in 2016.
  • W-2 reporting for employer groups with over 250 employees (ACA)
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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