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Plan Sponsors Calendar

Plan Sponsors Calendar

    • Send payroll and employee census data to the plan’s recordkeeper for plan-year-end compliance testing (calendar- year plans).
    • Audit fourth quarter payroll and plan deposit dates to ensure compliance with the DOL’s rules regarding timely deposit of participant contributions and loan repayments.
    • Verify that employees who became eligible for the plan between October 1 and December 31 received and returned an enrollment form. Follow up for forms that were not returned.

Consult your plan’s financial, legal, or tax advisor regarding these and other items that may apply to your plan.

HTLF Retirement Plan Services are offered through HTLF Bank. The information provided herein is general in nature and is not intended to be nor should be construed as specific investment, legal or tax advice. The factual information has been obtained from sources believed to be reliable, but is not guaranteed as to accuracy or completeness. HTLF Retirement Plan Services makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, or reliance on, it. Products offered through HTLF Retirement Plan Services are not FDIC insured, are not bank guaranteed and may lose value, unless otherwise noted.