Plan Sponsor's Calendar: JANUARY

Dec. 31, 2018:

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

JANUARY

• Send payroll and employee census data to the plan’s recordkeeper for plan-year-end compliance testing (Calendar year plans).

• Audit fourth 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 October 1 and December 31 received and returned an enrollment form. Follow up for forms that were not returned.

Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.

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