TRI-AD seeks to make it fast, simple, and easy for our clients to keep their retirement plans in compliance with Internal Revenue Service, Department of Labor, and ERISA regulations. We are providing this useful calendar to help our clients stay in front of such administrative deadlines and submission complexities.
Click here for our Retirement Plans Fiduciary Compliance Calendar.
Your TRI-AD Client Service Manager is ready to answer any questions you have about meeting the deadlines outlined in this calendar.
Missed our 2023 COLAs (Health & Welfare Plans and Retirement Plans)? Click here for our printable combined COLAs chart.
View our COLA charts on our website.
TRI-AD and our Associates’ suggestions or recommendations shall not constitute legal advice. No content on our website can be construed as tax or legal advice and TRI-AD may not be considered your legal counsel or tax advisor. Clients are encouraged to consult with their tax advisor and/or attorney to determine their legal rights, responsibilities, and liabilities. This includes the interpretation of any statute or regulation, federal, state, or local; and/or its application to the clients’ business activities.