September 15th |
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Required contribution to defined benefit plans, money purchase pension plans and target benefit pension plans. |
Contribution deadline for deducting 2023 employer contributions for those sponsors who filed an extension for Partnership or S-Corporation tax returns to extend the March 15, 2024 deadline.
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September 30th |
Deadline for certification of the Annual Funding Target Attainment Percentage (AFTAP) for Defined Benefit plans for the 2024 plan year.
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October 15th |
Extended due date for the filing of Form 5500 and Form 8955-SSA for plan years ending December 31, 2023. |
Due date for 2024 PBGC Comprehensive Premium Filing for defined benefit plans. |
Contribution deadline for deducting 2023 employer contributions for those sponsors who filed a tax extension for C-Corporation or Sole-Proprietor tax returns for the April 15, 2024 deadline. |
Due date for non-participant-directed individual account plans to include Lifetime Income Illustrations on the annual participant statement for the plan year ending December 31, 2023. |
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