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Upcoming Deadlines for Puerto Rico PlansJuly 15, 2013
The attached memo discusses the following reminders and requirements affecting Puerto Rico plans:
- Due Date to Comply with PR Treasury Annual Filing Requirement for Trusts Funding Calendar Year Puerto Rico Tax Qualified Retirement Plans is July 31st – Automatic Extension is Available
- Puerto Rico Retirement and Certain Welfare Benefit Plans Must Also File IRS Forms 5500 and 8955‐SSA
- Puerto Rico Plans are Subject to ERISA's Fee Disclosure Notice Requirements