Pensions have key dates for filing and disclosures that a plan trustee should be aware of. See below for a list of those key pension dates.
Tag: pension dates
RMC Group is ready to help you design and sell a pension plan as late as December 31. Here are 7 steps that you need to take so your client can establish a pension plan by year-end:
- Have your client complete the employee benefit questionnaire and need analysis
- Review plan options and develop a plan proposal to meet your client’s needs
- Review the proposal with your client and make adjustments, if necessary to meets your client’s expectations
- Complete the plan administration documents, and pay plan administration fees
- Select plan investments*
- Make plan contributions *
- Review and execute plan documents*
Call RMC Group today at 888.599.5553 to get started.
*May be completed in the following calendar year before the due date of your client’s tax return
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2017 Pension Dates to Remember
Pensions have key dates for filing and disclosures that a plan trustee should be aware of. We have produced a printer friendly PDF version of the important 2017 Pension Dates to Remember.
CLICK HERE for a copy of the 2017 pension dates.
