October 19, 2009

Important Deadlines to Keep in Mind Before You Leave 2009 Behind!

This chart describes certain deadlines and planning items for the months of November and December that apply to tax-qualified plans. The deadlines are noted by the type of tax-qualified plan. The term DC Plan refers to a defined contribution plan including a 401(k) Plan and the term DB Plan refers to a defined benefit plan. Items that only apply to a 401(k) Plan are shown separately. Please note that the chart assumes a calendar year plan year.

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