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BAI NEWS
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Date
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Activity
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December 1, 2012
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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, 2012
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BAI requests census data for 2012 calendar year end plans
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January 25, 2013
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Census data due for non Safe Harbor plans
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February 2013
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Census data due for Safe Harbor plans
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March 4, 2013
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ADP testing completed by this date to avoid penalty for late refunds
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March 15, 2013
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ADP refunds processed after this date are subject to a 10% penalty
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July 31, 2013
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Form 5500 due for calendar year end plans
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October 15, 2013
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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
IRS Announces Pension Plan Limitations for 2013
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