Plan Sponsor's Calendar: SEPTEMBER

Aug. 27, 2018:

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

SEPTEMBER

• Begin preparing the applicable safe harbor notices to employees, and plan for distribution of the notices between October 2 and December 2. (Calendar year plans)

• Distribute the plan’s Summary Annual Report by September 30 to participants and beneficiaries, unless an extension of time to file Form 5500 applies. (Calendar year plans)

• Send a reminder memo or e-mail to all employees to encourage them to review and update, if necessary, their beneficiary designations for all benefit plans.

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

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