October 15, 2018 is the deadline for the year-end filing extension for retirement plans that are subject to ERISA. With this in mind, our Plan Administration team is working diligently to ensure all of our ERISA clients have submitted their plan data and have signed off on their 5500 filing before the deadline approaches. Below is a quick checklist of our process:
If you applied for the 10/15 extension date and have not heard from our Plan Administration team, please feel free to reach out to us via email at firstname.lastname@example.org or by phone at 877-484-4400. We are always here to help!