2022 Defined Contribution Plan Compliance Calendar

A compliance calendar keeps track of your company’s required filings, their due dates and related details so you can avoid incurring any fines or other penalties for late filings or missing information.

Click here to download the 2022 Defined Contribution Plan Compliance Calendar.

The deadlines in this calendar are for plans with calendar-year plan years and do not take leap years into consideration. This information is intended to provide plan sponsors with a list of notable deadlines and is not a substitute for consultation with ERISA counsel and in no way represents legal advice. Historically, when the date falls on a Saturday, Sunday, or legal holiday, the IRS has not extended the deadline for return of excess amounts and RMDs but has extended for deductible contributions, as well as returns/reports. Some deadlines may be extended for certain individuals affected by a natural disaster.

For Plan Sponsor Use Only – Not for Use with Participants or the General Public.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.