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

BENEFIT PLAN DEADLINE (12/31 year end):

Summary of Material Modifications (SMM) or Summary Plan Description (SPD) must be distributed within 210 days after the end of the plan year when a plan’s provisions have material changes 

Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only) 

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