Don't miss these important retirement plan deadlines

By David J. Kupstas, FSA, EA, MSPA

David J. Kupstas, FSA, EA, MSPA

David J. Kupstas, FSA, EA, MSPA Chief Actuary

Ho ho ho!  We deliver to your stocking today a list of deadlines posted by the IRS.  Some of these deadlines are as soon as December 31.

Although we imagine you've taken care of the December 31 deadlines already (RMDs, establishing a new qualified plan), it never hurts to check your list twice, just like jolly old St. Nick.

Merry Christmas and Happy Holidays to all!

— Topics: Retirement, 401(k), Financial Planning