Key Dates and Deadlines

Here are the key dates and deadlines that your plan will need to meet over the next few months, through year end 2017.

Target Date Task Responsibility Action Required

December 13, 2017

Required Minimum Distribution Checks

PNC Retirement Solutions

Provide required minimum distribution checks to affected participants.

December 20, 2017

Plan Year-End Testing Package

PNC Retirement Solutions

Provide Plan year-end testing package to plan sponsors to request the information needed to perform the plan’s year-end discrimination testing.

December 26, 2017

Year-End Payroll Files

Plan Sponsor

Payroll files received on or before this date will be posted for the 2017 Plan Year. Payroll files received after this date will be posted for the Plan Year beginning 01/01/2018.

 

Please contact your Account Manager if you have questions about these tasks or deadlines.

Review the 2018 administrative timetable, which outlines tasks and responsibilities for 5500 form reporting, testing, minimum distribution, and more.

Inside Vested Interest®

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Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Retirement Solutions® and Vested Interest® for defined contribution plan services and investment options provided through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. PNC Bank also provides custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business.

“Vested Interest” and “PNC Retirement Solutions” are registered service marks of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.