Retirement Plan Sponsor Due Date Chart

December 19, 2012 at 6:41 pm Leave a comment

In their recent Employee Plan News located at, the Internal Revenue Service (IRS) has an article about internal controls.  One of the items plan sponsors need to do is ensure they are filing necessary tax forms on a timely basis.  The IRS has a handy chart located at—Plan-Sponsors—Filing-Requirements. The chart has a synopsis of what the forms are and when they are due.  It will be necessary to communicate with your TPA to ensure they are preparing any necessary forms in a timely manner so fees and interest are not accrued for late filings.

I discuss determining TPA qualifications in my book, A Short Guide to Finding a High Value, Low Fee Third Party Administrator (TPA) for Your Retirement Plan, available at My goal is to help plan sponsors make the best decision they can when selecting a  TPA.

Thanks for reading and have a wonderful week!   Please sign up for my blog and follow me on twitter @ChristineGurney.  Please like my facebook author page at  If you have not already done so, please check out purchasing my book on amazon at or from the publisher at


Entry filed under: General, Retirement. Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , .

Retirement Plan Minimum Distributions Part III Post Schedule

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

Trackback this post  |  Subscribe to the comments via RSS Feed

Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

Enter your email address to follow this blog and receive notifications of new posts by email.

Vote in Today’s US Midterm Elections

I Voted

%d bloggers like this: