401(k) Compliance Calendar

As a small business, we understand that you’re busy trying to “do it all”. So, it’s easy to let your retirement plan deadlines slip through the cracks. As part of your role as plan sponsor, you are also responsible for various reporting, disclosure, and notices throughout the year.

Luckily, we’re here to help! As extreme retirement enthusiasts and future-you champions, we want to make sure you keep 401(k) deadlines throughout the year. We made this calendar as a reference guide so that your plan stays compliant and you avoid unnecessary administrative hassle and late penalties.

Please note: this is not intended to be an exhaustive list, but a convenient reference guide.
If you have any questions about your  Ubiquity 401(k) plan, reach out to your dedicated client success team.