401(k) Compliance Calendar

Important deadlines for Plan Sponsors:

  • 5500 filling
  • 1099-R forms
  • Safe Harbor
Important 2024 Plan Sponsor Deadlines
Download 2024 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.

Save and Print Your Plan Sponsor Calendar

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

Facebook Twitter LinkedIn YouTube

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104