401k Compliance Calendar Q4 (2/2)- – Amending plan for discretionary changes implemented during the plan year, Required minimum distributions (RMDs) due under IRC section 401(a)(9) for applicable participants over age 70.5
401k Compliance Calendar Q4- – Process corrective distributions for failed ADP/ACP testing for the prior plan year (subject to 10% excise tax), – Correcting failed ADP/ACP test with the qualified non-elective contribution for the prior plan year ...MORE... (1/2)
Riskalyze Fearless Investor Summit 2018Bob Rubin, of Rubin Wealth Advisors speaking at the 2018 Riskalyze Fearless Investors Summit in San Antonio, Texas. Bob was on the Riskalyze Power Users Panel where he discussed how their clients benefit from using Riskalyze.
401k Compliance Calendar - Adopt a retroactive amendment to correct IRS Sections 410(b) coverage or 401(a)(4) nondiscrimination failure for the prior year – Extended deadline to file IRS Forms 5500/8955-SSA – Extended deadline to file individual tax returns
401k compliance calendar Q3– Distribute Summary Annual Report (SAR) to participants, provided a deadline for IRS Form 5500 was not extended (later of 9 months after the close of plan year or 2 months after Form 5500 due date)