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Here is a checklist of 2020 compliance deadlines, covering retirement plans along with other health and welfare benefit plans. Thank you IslerDare PC for providing this information.
Here are key March Deadlines for 2020:
Date | Action |
By March 1: | File DOL1 Form M-1 for MEWA2s |
By March 2: | Provide 2019 ACA3 information reporting returns (Forms 1095-B and 1095-C) to individuals |
By March 15: |
|
By March 31: |
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- DOL – Department of Labor
- MEWA – Multiple Employer Welfare Arrangement
- ACA – Affordable Care Act
- ADP/ACP – The Actual Deferral Percentage (ADP) / Actual Contribution Percentage (ACP)
- COBRA – Consolidated Omnibus Budget Reconciliation Act
- HIPAA – Health Insurance Portability and Accountability Act
- ESOP – Employee Stock Ownership Plan
- CMS – The Centers for Medicare & Medicaid Services
#retirementplan #fulcrumpartners #SECUREAct #FulcrumPartners
Related: February Compliance Calendar for Retirement Plans and Other Benefit Plans
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.
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