Upcoming deadlines for calendar-year defined contribution retirement plans include the following key dates:
January 17
- Form 8955-SSA – annual registration statement identifying separated participants with deferred vested benefits
- Notice to terminated vested employees – provide a notice describing the amount of the account balance as of the date of termination to terminated vested employees
January 31
- Form W-2 – provide IRS with report on wages, deferrals, etc.
- Form 1099-R – provide IRS with distributions from pensions, annuities, retirement or profit sharing plans
- Form 945 – annual return of withheld federal income tax from 2011 distributions
- Form 5300 – application for determination for employee benefit plans; for plan sponsors with EIN ending in 1 or 6 (Cycle A)
Contact us for information on preparing the tax and audit documents necessary for your 401(k) or defined contribution retirement plan at 702-384-1120.
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