Compliance: Key Dates in 2024

February 2024

1 – Notification will be sent to clients that report K-1 Compensation

March 2024

7 – Last day to report K-1 compensation for testing

15 – IRS deadline to process corrective refunds without incurring 10% excise tax (non-EACA Plans)

April 2024

1 – First time RMDs due

17 – Deadline to process 402(g) refunds

June 2024

30 – Deadline to process corrective refunds for EACA Plans

July 2024

31 – Deadline to file Form 5500 without Form 5558 Application for Extension of Time to File

31– Deadline to file 5558 Application for Extension of Time to File (provides a 21/2 month extension to file Form 5500)

September 2024

15 – Form 5500 due to the Employee Benefits Security Administration (EBSA) from plans eligible for an automatic extension linked to a corporate tax extension

30 – Summary of annual reports due to participants from plans that end December 31, 2021 – nine months after that date, or two months after filing Form 5500

October 2024

1 – Last date to submit 1/01/2024 Slavic401k plan Safe Harbor amendment request – Slavic401k to include the regulatory notice mailing

5 – Annual compliance census email reminder will be sent

15 – Deadline to file Form 5500 with Form 5558 Application for Extension of Time to File

November 2024

15 – Summary annual reports due to participants if the Form 5500 deadline was extended because of a corporate tax filing extension

17 – Last date to submit 1/01/2024 Slavic401k plan Safe Harbor amendment request 

28 – Last date for employers to sign 1/01/2024 Slavic401k plan Safe Harbor amendment (Slavic401k will provide the plan sponsor the Safe Harbor notice to distribute once the amendment is executed) 

December 2024

1 – Last date to distribute annual Safe Harbor notice for the upcoming plan year

1 – Last date to distribute annual auto-enrollment notice for the upcoming plan year

1 – Last date to distribute annual qualified default investment alternative notice for the upcoming plan year

1 – Last date to submit 1/01/2024 Slavic401k plan non-Safe Harbor amendment

8 – Last day for employers to sign 1/01/2024 Slavic401k plan non-Safe Harbor amendment

15 – Summary annual reports due to participants if the Form 5500 deadline was extended because of filing Form 5558

29 – Deadline for ADP/ACP test refunds of excess 401(k)/(m) contributions and allocable income or re-characterization of pre-tax contributions

31 – IRS deadline to fund top heavy minimum contributions for the 2023 plan year

31 – IRS deadline for annual RMDs


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