FREE GUIDE · FOR PLAN SPONSORS
401(k) Compliance Calendar and Administration Guide
A practical framework for plan sponsors and the HR and finance people who run the plan day to day. Keep key duties visible, documented, and on schedule across the plan year.
WHAT'S INSIDE
A steadier rhythm for plan administration.
- The annual rhythm of the plan year, at a glance.
- Dates, owners, and next actions for keeping work moving.
- Reviewing plan documents and updating the employee census.
- Contributions, loans, Form 5500, annual compliance testing, and who does what.
- Records, deadlines, participant data, and a closing checklist.
The dates are a planning map. Some depend on the employer's tax filing status, plan design, participant count, or an approved extension, so confirm them against the plan document and applicable service arrangements.
GET THE GUIDE
Download the calendar.
401(k) Compliance Calendar and Administration Guide
Enter your details and the calendar will be ready to download.
KEEP THE WORK VISIBLE
Make the next plan conversation easier.
Use the calendar as a shared reference for questions, handoffs, and the dates your team wants to keep in view.