Sarah BordersSep 9, 20191 min readSummary Annual Report for Calendar Year Plans Due 9/30The Summary Annual Report (SAR) must be given to plan participants within 9 months of the end of the plan year if the employer had to...
Sarah BordersJul 8, 20192 min readForm 5500s due 7/31 for 2018 calendar year plansEmployers must file Form 5500 by the last day of the 7th month following the last day of the plan year. This means plans that began Jan...
