top of page

Plan Sponsor's Calendar: JULY


June 26, 2019:


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


JULY

  • Conduct a review of second 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 April 1 and June 30 received and returned an enrollment form. Follow up for forms that were not returned.

  • Ensure that the plan’s Form 5500 is submitted by July 31, unless an extension of time to file applies. (Calendar year plans)




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

ความคิดเห็น


ปิดการแสดงความคิดเห็น

Join our Newsletter to stay up to date with Financial Craftsmen and more!

(512) 990-3000  I  retire@financialcraftsmen.com

3000 Polar Lane, Suite 601, Cedar Park, TX 78613

Check the background of this investment professional on

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer,

Member FINRA/SIPC to residents of MA, NV, NC, TX.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and Financial Craftsmen are not affiliated. Cambridge and Financial Craftsmen do not offer tax or legal advice.

*Source: PWC Employee Financial Wellness Survey, 2018. 

© 2024 Financial Craftsmen, All rights reserved.

bottom of page