A calendar timeline showing key financial dates and deadlines for each month. January: Submit Data to SS Pension. February: Submit IRS Form 945, File IRS Forms 1099-R. March: Tax/Contribution Deadline for S-Corps and Partnerships, Corrective Distributions for Failed ADP/ACP Tests. April: Process First-Time RMDs, Tax/Contribution Deadline for Sole Props & C-Corps, Corrective Distributions for Excess Deferrals. July: Mid-Year Plan Reviews. August: File Forms 5500 & 8955 without extension. October: Extended Tax/Contribution Deadline, File Forms 5500 & 8955 with extension. November: AFTAP Certification. December: Distribute Safe Harbor Notices, Process Annual RMDs."}