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401(k) Compliance Calendar

Important deadlines for Plan Sponsors:

  • 5500 filling
  • 1099-R forms
  • Safe Harbor
Important 2022 Plan Sponsor Deadlines
Download 2022 Calendar

Don’t let your savings slip away. Stay on top of your 401(k) deadlines.

As a small business, we understand that you’re busy trying to “do it all.” It’s easy to let your retirement plan deadlines slip through the cracks. But 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.

2022 Compliance Calendar

Save and Print Your Plan Sponsor Calendar

© 2022 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2022 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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