In general, these resources offer the same information. The different formats are provided in hopes of meeting a wide variety of preferences. Additional resources will be added as they become available.
Law and Consulting Firm Resources
(Some require completion of a brief form to access.)
Single-Employer Defined Contribution Plan Compliance Calendar
Single-Employer Defined Benefit Plan Compliance Calendar
Mercer | Dec 2024
2025 key administrative dates and deadlines for calendar-year defined contribution retirement plans
2025 key administrative dates and deadlines for calendar-year single-employer defined benefit plans
2025 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
Milliman | Dec 2024
2025 Compliance Calendar and Checklist
Fisher Investments | Dec 2024
2025 Compliance Calendar
Vita Companies | Dec 2024
Reporting & Disclosure Calendar for 401(k) & Other Defined Contribution Plans
Reporting & Disclosure Calendar for Cash Balance & Other Defined Benefit Plans
DWC
Health Plan Specific
2025 Health Plan Compliance Resources
Diversified Group | Dec 2023
Additional Resources
2025 ERISA Plan Compliance Calendar
Plan Sponsor | Dec 2024
2025 Compliance Deadlines
T. Rowe Price | Nov 2024
ACA Compliance Calendars for 2025
My Benefit Advisor | Oct 2024
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