Compliance, one topic at a time.
Start with the year-at-a-glance overview, then dig into the requirements that apply to your plan. Responsibilities may be shared with your provider or TPA, but staying compliant is ultimately the sponsor's job — these guides help you own it with confidence.
The plan year, deadline by deadline.
A month-by-month view of the core filing, contribution, testing, and notice deadlines. Filter by the plans and tasks that matter to you, and select any deadline to see what it involves and who it applies to.
22 deadlines shown
January
February
March
April
July
September
October
December
Dates assume a calendar-year plan and are shown for general illustration. Your actual deadlines depend on your plan year, plan design, and whether extensions apply. Adapted in part from the EGPS defined benefit and cash balance compliance calendar. Not tax or legal advice.
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