IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end):

Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2023. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.