July 2017 Retirement Plan Deadlines
 6/28/2017

Retirement plan administrators and 401(k) plan sponsors should be aware of the following July 2017 administrative deadlines for defined contribution plans:

July 15

  • Quarterly Contribution

July 25

  • PBGC Form 200

July 29

  • Summary of Material Modifications

July 31

  • Plan Audit
  • Form 5500 or 5558
  • Small Plan Annual Funding Notice
  • Form 8955-SSA or 5558
  • Notice to Terminated Vested Employees
  • Form 5330

Source: 2017 Key Administrative Dates and Deadlines