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BAI NEWS
Key Dates:
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Date
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Activity
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December 1, 2011
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Safe Harbor/Automatic Enrollment notices due to employees for plans with a year end of 12/31
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December 15-30, 2011
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BAI requests census data for 2010 calendar year end plans
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January 27, 2012
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Census data due for non Safe Harbor plans
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February 2012
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Census data due for Safe Harbor plans
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March 2, 2012
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ADP testing completed by this date to avoid penalty for late refunds
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March 15, 2012
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ADP refunds processed after this date are subject to a 10% penalty
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July 31, 2012
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Form 5500 due for calendar year end plans
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October 15, 2012
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Final deadline for extended 5500 filings
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INDUSTRY NEWS Benefit Administration would like to keep you updated on the most current industry news. You may click on the following topics to see in-depth articles provided by McKay Hochman or the IRS
Fee Disclosure Deadline Extension
http://www.mhco.com/Library/Articles/2011/ADisc_Dead_080111.html
QDIA Notice Rules
http://www.mhco.com/Library/Articles/2009/AQDIAnotice_112009.html
DOL Proposed QDIA Rules
http://www.mhco.com/Library/Articles
/2011/AProp_QDIA_Target_Date_042811.html
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