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What is the deadline for funding the defined benefit plan?

In general, the due date for funding the 2024 Plan year is the date you file your business tax return (with extension) but no later than September 15, 2025 for a calendar tax and Plan year.

When should I sign a defined benefit plan?

You must sign the Defined Benefit Plan document by the deadline. To meet the due date, your actuary will discuss with you what your objectives are in starting the Plan to ensure the provisions layout an appropriate design. What is the deadline for funding the Defined Benefit Plan?

When is the last day to set up a defined benefit plan?

Thanks to recent tax reform, you can set up a defined benefit plan after year-end. In fact, the deadline is the due date of the tax return, which includes extension periods. However, the last date you can set up the plan and fund it is September 15th.

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