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  • October
    01 - Last day to establish a SIMPLE IRA for current year. Exception: A company opening after this date may establish a SIMPLE IRA at a later date.
    15 - Principal Trust prepares SIMPLE IRA (5304 or 5305) Summary Description packages for the plan sponsors. These packages provide information needed to help employers meet their 60 day notice requirement to eligible employees for the upcoming plan year.
    15 - Final (extension) deadline for plan sponsors to file calendar year plans' Form 5500 — if IRS Form 5558 was filed for an extension prior to July 31, 2014.

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