top of page

Plan Sponsor's Calendar: SEPTEMBER


Aug. 28, 2019:


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 2019.

Comments


Commenting has been turned off.

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