401(k) Compliance Calendar & Checklist

In charge of administering your company’s retirement plan?
The 401(k) Compliance Calendar and Checklist makes it easy to stay ahead of important deadlines throughout the year. Use this downloadable tool to stay on top of key retirement plan dates, making plan administration quicker and easier.

The 401(k) Calendar includes:

Comprehensive 2026 Compliance Calendar

The July 31 deadline for Form 5500 is one of 26 dates we can help you track each year.

Detailed 2026 Compliance Checklist

Mark off each task as soon as you’ve finished so you always know where you stand and what’s next.

5-steps to Manage Your Company 401(k)

Review plan documents, update employee census, complete compliance tests and more with the help of our handy guide.