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 31stDeadline 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)