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Annual plan deadlines for the plan year ending December 31, 2019

There are many important requirements for section 401(a) and 401(k) defined contribution plans that occur either during the calendar year or during the plan year. Some examples include participant statements, compliance testing and remittance of plan contributions.

  • The attached chart provides an explanation of key plan events and the deadline for each for Section 401(a) and 401(k) defined contribution plans with a plan year ending December 31, 2019. The chart (although not intended to be exhaustive) is intended to serve as a tool that can be used by employers to monitor compliance over the plan and calendar year.
  • Off-calendar year plans should adjust the deadlines accordingly based on the time frames described in the chart.

Visit the Voya 401(k) InfoCenter site at: http://voya401kinfocenter.com for more information and editions of  the Voya Qualified Plan News referenced in the attached chart. 

 


Disclosures: 
IRS Circular 230 Disclosure Any tax discussion contained in this communication was not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of avoiding any Internal Revenue Code penalties that may be imposed on such person. Any tax discussion contained in this communication was written to support the promotion or marketing of the transactions or matter discussed herein. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. Neither Voya Financial® or its affiliated companies or representatives offer legal or tax advice. Please seek the advice of a tax attorney or tax advisor prior to making a tax-related insurance/investment decision.