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®

Return to Current Issue »


To Subscribe

E-mail Us »

Important Legal Disclosures and Information

The material presented in this newsletter is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank, National Association (“PNC Bank), which is a Member FDIC, and through PNC’s subsidiary PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions® and Vested Interest® to provide defined contribution plan services and PNC Institutional Advisory Solutions® to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through PNC Bank. 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. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

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

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