BAI NEWS

Date

Activity

December 1, 2012

Safe Harbor/Automatic Enrollment notices due to employees for plans with a year end of 12/31

December 15-30, 2012

BAI requests census data for 2012 calendar year end plans

January 25, 2013

Census data due for non Safe Harbor plans

February 2013

Census data due for Safe Harbor plans

March 4, 2013

ADP testing completed by this date to avoid penalty for late refunds

March 15, 2013

ADP refunds processed after this date are subject to a 10% penalty

July 31, 2013

Form 5500 due for calendar year end plans

October 15, 2013

Final deadline for extended 5500 filings



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