To request a proposal, please contact Scott Butzer
directly at (262) 657-5541 or by email:
sbutzer@ppgretirement.net
| January |
January 31 – Form 1099-R’s due to
participants |
| February |
February 15 – Form 945 due to IRS |
| March |
March 14 – Plan Refunds must be
processed to avoid Excise Tax Penalty March 14 –
Employer Contributions must be deposited if no
extension on Corporate Return |
| April |
April 15 – Deadline for first year
Required Minimum Distributions for 2007 April 15 -
Employer Contributions must be deposited if no
extension on Sole Proprietor personal return |
| July |
July 31 – Form 5500 Deadline (if not
extended) |
| September |
September 15 - Employer Contributions
must be deposited if extension on Corporate Return
September 30 – Summary Annual Report due to
participant (if Form 5500 not extended) |
| October |
October 15 - Employer Contributions
must be deposited if extension on Sole Proprietor
personal return October 15 – Form 5500 Deadline if
extension filed |
| December |
December 15 - Summary Annual Report
due to participant (if Form 5500 extended) |