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FOR PLAN SPONSOR USE ONLY
December 201715 Year-End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
January 201831 Deadline to return Year-End Questionnaire (YEQ) to Wells Fargo.
February 201828 Deadline to provide accurate and complete census data to Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
March 201830 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year.
April 201813 Last day to make excess or excess aggregate refunds to avoid employer excise tax.
16 Last day to make contributions and take tax deduction without corporate tax extension.
16 Last day to distribute 2017 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g)dollar limits and avoid double taxation.
30 Last day to file Form 5330 for excise tax on excess contribution/ aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: January 31, 2018
Notes: (max. 560 spaces):
December 2017Su Mo Tu We Th Fr Sa
1 2
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31
January 2018Su Mo Tu We Th Fr Sa
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7 8 9 10 11 12 13
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21 22 23 24 25 26 27
28 29 30 31
March 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
February 2018Su Mo Tu We Th Fr Sa
1 2 3
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11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28
April 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
May 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, January 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
August 201831 Last day to file Form 5500 and Form 8955-SSA without extension.
October 201815 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).
15 Last day to make contributions and take tax deduction with corporate tax extension.
November 201815 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
December 201831 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
January 201931 Last day to refund excess contributions and aggregate contributions, Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) tests, for the plan year to avoid possible plan disqualification.
Notes: (max. 500 spaces):
FOR PLAN SPONSOR USE ONLY July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
FOR PLAN SPONSOR USE ONLY
January 2018 15 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
February 2018 28 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
March 2018 30 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
30 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year.
April 2018 16 Last day to distribute 2017 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
May 2018 15 Last day to make excess or excess aggregate refunds to avoid employer excise tax.
15 Last day to make contributions and take tax deduction without corporate tax extension.
31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: February 28, 2018 January 2018
Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
March 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
February 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28
April 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
May 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
Notes: (max. 560 spaces):
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, February 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
October 2018 1 Last day to file Form 5500 and Form 8955-SSA without extension.
November 2018 15 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.
December 2018 14 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
February 2019 28 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
FOR PLAN SPONSOR USE ONLY
Notes: (max. 500 spaces):
FOR PLAN SPONSOR USE ONLY
February 201815 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
March 2018 30 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.30 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year.
April 2018 16 Last day to distribute 2017 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
30 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
June 2018 15 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.30 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: March 31, 2018 March 2018
Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
February 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28
April 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
May 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, March 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
October 201831 Last day to file Form 5500 and Form 8955-SSA without extension.
December 201814 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).14 Last day to make contributions and take tax deduction with corporate tax extension.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
January 2019 15 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
March 2019 29 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
FOR PLAN SPONSOR USE ONLY
Notes: (max. 500 spaces):
FOR PLAN SPONSOR USE ONLY
March 2018 15 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.30 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year.
April 2018 1 Last day to distribute 2017 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.30 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
May 2018 31 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
July 2018 13 Last day to make excess or excess aggregate refunds to avoid employer excise tax.13 Last day to make contributions and take tax deduction without corporate tax extension.31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: April 30, 2018 March 2018
Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
April 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
May 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, April 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
November 201830 Last day to file Form 5500 andForm 8955-SSA without extension.
December 201831 Last day to pay RequiredMinimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
January 201915 Last day to make contributionsfor plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributionsand take tax deduction with corporate tax extension.
February 201915 Last day to file Form 5500 andForm 8955-SSA with Form 5558 extension.
March 2019 29 Last day to pay initial RequiredMinimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year.
April 2019 15 Last day to distribute 2018calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.30 Last day to refund excesscontributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
FOR PLAN SPONSOR USE ONLY
Notes: (max. 335 spaces):
FOR PLAN SPONSOR USE ONLY
April 2018 13 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
May 2018 31 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
June 2018 29 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
August 2018 15 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: May 31, 2018 April 2018
Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
May 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, May 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
December 201831 Last day to file Form 5500 and Form 8955-SSA without extension.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.31 Last day to file Form 5500 and Form 8955-SSA without extension.
February 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.
March 2019 15 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
April 2019 1 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year15 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
May 2019 31 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
FOR PLAN SPONSOR USE ONLY
Notes: (max. 335 spaces):
FOR PLAN SPONSOR USE ONLY
May 201815 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
June 201829 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
July 201831 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
September 201814 Last day to make excess or excess aggregate refunds to avoid employer excise tax.14 Last day to make contributions and take tax deduction without corporate tax extension.28 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: June 30, 2018 May 2018
Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 30 31
June 2018Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, June 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
December 201831 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
January 201931 Last day to file Form 5500 and Form 8955-SSA without extension.
March 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.29 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.15 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
June 201928 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
FOR PLAN SPONSOR USE ONLY
Notes: (max.335 spaces):
FOR PLAN SPONSOR USE ONLY
June 2018 15 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
July 201831 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
August 201831 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
October 201815 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: July 31, 2018 June 2018
Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
July 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, July 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
December 201831 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
February 201928 Last day to file Form 5500 and Form 8955-SSA without extension.
March 201929 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.15 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
May 201915 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
July 201931 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
FOR PLAN SPONSOR USE ONLY
Notes: (max.335 spaces):
FOR PLAN SPONSOR USE ONLY
July 201813 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
August 201831 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
September 201828 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
November 201815 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.30 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
December 201831 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: August 31, 2018 July 2018
Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
August 2018Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, August 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
March 201929 Last day to file Form 5500 and Form 8955-SSA without extension.29 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
May 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.
June 201914 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
August 2019 30 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
FOR PLAN SPONSOR USE ONLY
Notes: (max.335 spaces):
FOR PLAN SPONSOR USE ONLY
August 201815 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
September 201828 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
October 201831 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
December 201814 Last day to make excess or excess aggregate refunds to avoid employer excise tax.14 Last day to make contributions and take tax deduction without corporate tax extension.31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: September 30, 2018 August 2018
Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
September 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, September 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
March 201929 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.30 Last day to file Form 5500 and Form 8955-SSA without extension.
June 201914 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).14 Last day to make contributions and take tax deduction with corporate tax extension.
July 201915 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
September 201930 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
FOR PLAN SPONSOR USE ONLY
Notes: (max.335 spaces):
FOR PLAN SPONSOR USE ONLY
September 201814 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
October 201831 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
November 201830 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
December 201831 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
January 201915 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.31 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: October 31, 2018 September 2018
Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
October 2018Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, October 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
March 201929 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
May 201931 Last day to file Form 5500 and Form 8955-SSA without extension.
July 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.
August 201915 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
October 201931 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
October 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
FOR PLAN SPONSOR USE ONLY
Notes: (max.335 spaces):
FOR PLAN SPONSOR USE ONLY
October 201815 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
November 201830 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.
December 201831 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
February 201915 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.28 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.
March 201929 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: November 30, 2018 October 2018
Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
November 2018Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, November 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
April 201915 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
June 201928 Last day to file Form 5500 and Form 8955-SSA without extension.
August 201915 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).15 Last day to make contributions and take tax deduction with corporate tax extension.
September 201913 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
November 201929 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
October 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
November 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
FOR PLAN SPONSOR USE ONLY
Notes: (max. 500 spaces):
FOR PLAN SPONSOR USE ONLY
November 201815 Year End Questionnaire (YEQ) will be distributed to allow Wells Fargo to gather year-end information relating to allocations and testing.
December 201831 Deadline to return Year End Questionnaire (YEQ) to Wells Fargo.31 Last day to pay Required Minimum Distributions (RMDs) to participants who previously received a RMD, or elected to receive their first RMD by 12/31 of the current year.
January 201931 Deadline to provide accurate and complete census data to Wells Fargo to complete ADP/ACP testing and avoid employer excise tax for refunds.
March 201915 Last day to make excess or excess aggregate refunds to avoid employer excise tax.15 Last day to make contributions and take tax deduction without corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/aggregate contribution for the previous plan year.29 Last day to pay initial Required Minimum Distributions (RMDs) to affected participants who elected to receive RMDs on 4/1 versus 12/31 of the previous year
April 201915 Last day to distribute 2018 calendar year excess deferrals made to 401(k) and 403(b) plans under Code Sec. 402(g) dollar limits and avoid double taxation.
Compliance calendar
August 201715 Year-End Questionnaire (YEQ) will be distributed to allow
Wells Fargo to gather year-end information relating to allocations and testing.
September 201729 Deadline to return Year-End Questionnaire (YEQ) to
Wells Fargo.
October 201731 Deadline to provide accurate and complete census data to
Wells Fargo to complete Actual Deferral Percentage/Actual Contribution Percentage (ADP/ACP) testing and avoid employer excise tax for refunds.
December 201715 Last day to make excess or excess aggregate refunds to avoid
employer excise tax.15 Last day to make contributions and take tax deduction without
corporate tax extension.29 Last day to file Form 5330 for excise tax on excess contribution/
aggregate contribution for the previous plan year.29 Last day to pay Required Minimum Distributions (RMDs) to
participants who previously received an RMD, or elected to receive their first RMD by 12/31 of the current year.
Plan year-end: September 30, 2017A U G U S T 2 0 1 7
S M T W T F S
1 2 3 4 56 7 8 9 10 11 1213 14 15 16 17 18 1920 21 22 23 24 25 2627 28 29 30 31
S E P T E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 30
O C T O B E R 2 0 1 7
S M T W T F S
1 2 3 4 5 6 78 9 10 11 12 13 1415 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
N O V E M B E R 2 0 1 7
S M T W T F S
1 2 3 45 6 7 8 9 10 11
12 13 14 15 16 17 1819 20 21 22 23 24 2526 27 28 29 30
D E C E M B E R 2 0 1 7
S M T W T F S
1 23 4 5 6 7 8 9
10 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
J A N U A R Y 2 0 1 8
S M T W T F S
1 2 3 4 5 67 8 9 10 11 12 13
14 15 16 17 18 19 2021 22 23 24 25 26 2728 29 30 31
F E B R U A R Y 2 0 1 8
S M T W T F S
1 2 34 5 6 7 8 9 1011 12 13 14 15 16 1718 19 20 21 22 23 2425 26 27 28
FOR PLAN SPONSOR USE ONLY
Compliance calendarPlan year-end: December 31, 2018 November 2018
Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30
December 2018Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
January 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
February 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28
March 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
April 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
Notes: (max. 560 spaces):
Please note this calendar is designed to provide a general overview of certain key compliance dates and is not meant to indicate all possible compliance dates that may impact your plan.
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation. This information is general in nature and is not intended to be reflective of any specific plan.
Institutional Retirement and Trust Compliance calendar, December 2018
© 2018 Wells Fargo Bank, N.A. All rights reserved. cMAX 1217-00324
July 201931 Last day to file Form 5500 and Form 8955-SSA without extension.
September 201913 Last day to make contributions for plan year-end to satisfy minimum funding requirements for plans subject to Code Sec. 412 funding requirements (such as Money Purchase Pension Plans).13 Last day to make contributions and take tax deduction with corporate tax extension.
October 2019 15 Last day to file Form 5500 and Form 8955-SSA with Form 5558 extension.
December 2019 31 Last day to refund excess contributions and aggregate contributions (ADP/ACP tests) for the plan year to avoid possible plan disqualification.
May 2019Su Mo Tu We Th Fr Sa
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
June 2019Su Mo Tu We Th Fr Sa
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019Su Mo Tu We Th Fr Sa
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
October 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
November 2019Su Mo Tu We Th Fr Sa
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
December 2019Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
FOR PLAN SPONSOR USE ONLY
Notes: (max. 500 spaces):
![PLATINUM SPONSOR - Closte · LEVEL OF SPONSORSHIP [CHECK ONE]: q PLATINUM SPONSOR [$10000] q GOLD SPONSOR [$5000] q Breakfast Sponsor q Lunch Sponsor q Gift Sponsor q Auction Sponsor](https://img.dokumen.tips/doc/110x75/60014c66d50c102c412072c5/platinum-sponsor-closte-level-of-sponsorship-check-one-q-platinum-sponsor-10000.jpg)
