September Checklist

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  • Begin preparing the applicable safe harbor notices to employees, and plan for distribution of the notices between October 2 and December 2 (calendar-year plans).
  • Distribute the plan’s Summary Annual Report by September 30 to participants and beneficiaries, unless an extension of time to file Form 5500 applies (calendar-year plans).
  • Send a reminder memo or email to all employees to encourage them to review and update, if necessary, their beneficiary designations for all benefit

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