Client Calendar 2025
| January 2025 | |
|---|---|
| Date | Client Deadline / Reminder |
| Jan 6 (Mon) | Client receives funding form |
| February 2025 | |
| Date | Client Deadline / Reminder |
| No major deadlines. | |
| March 2025 | |
| Date | Client Deadline / Reminder |
| Mar 15 (Sat) | S-Corp and Partnership tax filing deadline |
| April 2025 | |
| Date | Client Deadline / Reminder |
| Apr 15 (Tue) | Personal and C-Corp tax filing deadline |
| May 2025 | |
| Date | Client Deadline / Reminder |
| No major deadlines. | |
| June 2025 | |
| Date | Client Deadline / Reminder |
| No major deadlines. | |
| July 2025 | |
| Date | Client Deadline / Reminder |
| Jul 31 (Thu) | Form 5500 filing deadline |
| August 2025 | |
| Date | Client Deadline / Reminder |
| Aug 1 (Fri) | Funding amount template change |
| Aug 15 (Fri) | Last Day for On-Time Funding Forms |
| September 2025 | |
| Date | Client Deadline / Reminder |
| Sep 15 (Mon) | S-Corp/Partnership tax extension filing deadline |
| Sep 15 (Mon) | Funding deadline |
| Sep 16 (Tue) | Client funding confirmation deadline |
| Sep 30 (Tue) | Safe Harbor annual notice for group clients with 401(k) plans |
| October 2025 | |
| Date | Client Deadline / Reminder |
| Oct 1 (Wed) | Contribution amounts documentation due / Termination amendment deadline |
| Oct 15 (Wed) | Form 5500 extension filer deadline |
| November 2025 | |
| Date | Client Deadline / Reminder |
| Nov 1 (Sat) | Termination deadline due from client |
| December 2025 | |
| Date | Client Deadline / Reminder |
| Dec 31 (Sun) | Employee deferral (for those with W2s) and Mega Backdoor Roth election (for all with MBDR) Deadline |