Penpek Actuarial Consulting, Inc. provides professional, yet cost effective, Pension Consulting and Actuarial Services to small and medium size companies.
Important Upcoming Dates for Defined Benefit Plans:
July 15 : Deadline to deposit 2nd quarterly contribution for current plan year
July 31st: Last day to file Form 5500 and Form 8955-SSA without an extension
July 31st: Deadline to distribute Annual Funding Notice for PBGC covered plans with less than 100 participants (may be extended with Form 5500 extension)
September 15: Last day to satisfy minimum funding requirements for the prior plan year.
September 30: Deadline for AFTAP Certification for current plan year
September 30: Deadline to distribute Summary Annual Report (non PBGC covered plans)