Independent Retirement's recommended deadline for employers filing a Form 5500 for a large plan to engage an auditor. Plans are generally required to have an audit if they have more than 120 eligible participants on the first day of the plan year or if they filed an audit the prior year and have more than 100 eligible participants the first day of the plan year.
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Earlier Event: April 16
C-Corporations and sole proprietors submit contributions; refund excess contributions
Later Event: June 29
Eligible automatic enrollment plans process corrective distributions