As 401(k) plan sponsors, you have many deadlines to stay on top of throughout each calendar year.
As your 401(k) plan administrators at Betterment for Business, we understand this.
That’s why we created a helpful Plan Sponsor Calendar, accessible both online and in an easy-to-print format, for quick reference.
The calendar lists important deadlines, such as when to submit Safe Harbor forms and Summary Annual Reports, so that you can stay compliant with major tax and regulatory guidelines.
It also informs you of any pertinent 401(k) plan participant and administrator deadlines, so that you can organize accordingly and also keep other parties accountable.
Check out the Plan Sponsor Calendar now.
You can also download and print a copy of the Plan Sponsor Calendar here.
401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Betterment LLC and Betterment Securities are affiliates of Betterment for Business LLC.
Betterment for Business is an award-winning turnkey 401(k) service that includes plan administration for employers, and personalized, unconflicted investment advice for all plan participants. Powered by Betterment’s smart investment technology, Betterment for Business is one of the most efficient and cost-effective providers in the space, and offers a globally diversified portfolio of ETFs, tax-efficient portfolio management, smart rebalancing, automated investing, fee analysis on synced external accounts, and our retirement planning advice tool. Learn more at Business.Betterment.com.