In this month’s edition of our upcoming deadlines notice to plan sponsors, we highlight February 2022 deadlines that sponsors should prepare for in order to ensure compliance and avoid risks.

  • February 10, 2022: Pension withholding deadline if you made deposits on time in full payment of the taxes for the year.
  • February 14, 2022: Quarterly benefit statement, including plan fees deducted, due to participant-directed defined contribution plan participants for 4th quarter 2021 (for calendar year plans).
  • February 28, 2022: Form 1099-R IRS paper filing deadline.

If you would like more information or need assistance with upcoming deadlines, please reach out to us.