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2021 Retirement Services Compliance Calendar

HANYS Benefit Services wants to help you stay compliant with the 2021 Retirement Services Compliance Calendar.

We created this document to remind plan administrators of important compliance deadlines for the new year. The compliance calendar is applicable to calendar-year plans.


While there are not many changes to the compliance calendar from year to year, it’s important for plan fiduciaries to remain mindful of these deadlines. Required minimum distributions were suspended in 2020 and are back into play for 2021. Additionally, some 403(b) plan sponsors who restated their plan documents in 2020 may have to provide participants a new Summary Plan Description or Summary of Materials Modification in 2021.

If you have any questions, or would like to begin talking to a retirement plan advisor, please get in touch by email or by calling (800) 388-1963.

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