Compliance Calendar Beta
Every benefits deadline that matters.
Open comment periods, rule effective dates, and the annual ERISA, IRS, and ACA filing calendar, in one chronological view, updated continuously. Built for plan sponsors and the people who advise them.
June 2026
- June 29, 2026in 12 days
July 2026
- July 13, 2026in 26 daysComment closesIRSComment deadline: Excepted Fertility Benefits
- July 31, 2026in 44 daysFiling deadlineDOL / IRSForm 5500 due (calendar-year plans)
Extendable to Oct 15 via Form 5558.
- July 31, 2026in 44 daysFiling deadlineIRSPCORI fee due (Form 720)
Self-insured health plans.
August 2026
- August 3, 2026in 47 daysRule effectiveIRSEffective: Federal Independent Dispute Resolution Operations
- August 4, 2026in 48 days
- August 17, 2026in 61 daysComment closesPBGCComment deadline: Technical Amendments: Special Financial Assistance
September 2026
- September 30, 2026in 105 daysFiling deadlineDOLSummary Annual Report to participants
Calendar-year plans that filed Form 5500.
October 2026
- October 15, 2026in 120 daysFiling deadlineDOL / IRSForm 5500 extended deadline
If Form 5558 extension was filed.
- October 15, 2026in 120 daysFiling deadlineCMSMedicare Part D creditable-coverage notice to participants
Annual, before the Oct 15 enrollment period.
December 2026
- December 1, 2026in 167 daysFiling deadlineIRSAnnual 401(k) participant notices
Safe harbor, QDIA, automatic-enrollment: 30–90 days before plan year.
- December 31, 2026in 197 daysFiling deadlineIRSRequired Minimum Distributions (RMDs)
First RMD may be delayed to April 1.
January 2027
- January 31, 2027in 228 daysFiling deadlineIRSW-2s furnished (incl. health-coverage reporting)
March 2027
- March 15, 2027in 271 daysFiling deadlineIRSADP/ACP corrective distributions
Calendar-year plans, to avoid the 10% excise tax.
- March 31, 2027in 287 daysFiling deadlineIRSACA 1094-C / 1095-C electronic filing
April 2027
- April 15, 2027in 302 daysFiling deadlineIRSHSA contribution deadline / excess-deferral correction
Statutory dates shown are the standard deadlines for calendar-year plans; many shift for weekends/holidays or offer extensions. Confirm the specifics for your plan.