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Plan Sponsor's Calendar: APRIL


Mar. 25, 2019:


Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.


APRIL

  • If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due date. (Calendar year plans)

  • Audit first quarter payroll and plan deposit dates to ensure compliance with the Department of Labor’s rules regarding timely deposit of participant contributions and loan repayments.

  • Verify that employees who became eligible for the plan between January 1 and March 31 received and returned an enrollment form. Follow up for forms that were not returned.




Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2019.

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