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  • March 15, 2017
  • Deadline to refund corrective distributions due to failed 2016 ADP or ACP test without 10% Excise Tax on employer
  • March 15, 2017
  • 2016 contribution deadline for deductibility in 2016 for S-Corporation and Partnership tax returns not on extension
  • April 15, 2017
  • Deadline to refund corrective distributions for 2016 401(k) deferrals in excess of the IRS 402(g) limit of $18,000 (or $24,000 for those who attained age 50 by 12/31/16)
  • April 15, 2017
  • 2016 contribution deadline for deductibility in 2016 for Sole Proprietor and C-Corporation tax returns not on extension
  • July 31, 2017
  • Due date (without extension) to file Form 5500 with Schedules for plan years ended December 31, 2016
  • July 31, 2017
  • Due date (without extension) to file Schedule 8955-SSA for plan years ended December 31, 2016
  • July 31, 2017
  • Last day to file Form 5558, a request for an automatic 2½ month extension to file Form 5500 and Schedule 8955-SSA for plan years ended December 31, 2016
  • September 15, 2017
  • 2016 contribution deadline for all plans subject to minimum funding requirements
  • September 15, 2017  
  • 2016 contribution deadline for deductibility in 2016 for S-Corporation and Partnership tax returns on extension
  • September 30, 2017
  • Deadline for distribution of 2016 Summary Annual Report for plans not on automatic extension
  • October 1, 2017 
  • Last day for implementation of new 2017 Safe Harbor 401(k) plan
  • October 16, 2017
  • Due date (with automatic extension) to file Form 5500 with Schedules for plan years ended December 31, 2016
  • October 16, 2017
  • Due date (with automatic extension) to file Schedule 8955-SSA for plan years ended December 31, 2016
  • October 16, 2017
  • 2016 contribution deadline for deductibility in 2016 for Sole Proprietor and C-Corporation tax returns on extension
  • November 2, 2017
  • Deadline to distribute notice of termination of a SIMPLE IRA plan for 2018
  • December 1, 2017
  • Deadline for distribution of 2017 Safe Harbor Notices
  • December 15, 2017
  • Deadline for distribution of 2016 Summary Annual Report for plans on automatic extension
  • December 31, 2017
  • Deadline for completing 2017 Required Minimum Distributions
  • December 31, 2017
  • Deadline for correction of failed 2016 ADP or ACP test (refunds or QNEC)
  • December 31, 2017
  • 2016 Safe Harbor and Top Heavy contribution deadline