Natalie joined Retirement Plan Consultants, Inc. in 1999. Prior to her employment with RPC she obtained a Bachelor's Degree in Business Administration at the University of Tennessee and her employee benefits background is extensive. Her experience includes work in the retirement area of a large non-profit institution, benefits administrator for a national corporation and trust officer for the Retirement / Employee Benefits division of SunTrust Bank. Natalie's primary focus for Retirement Plan Consultants is retirement plan administration.
May 31, 2012 Form 2012 only, based on guidance available, the date the initial participant disclosure statement required under the new participant disclosure rules is due in participant-directed plans. The deadline for non-calendar-year plans is the later of May 31,...
June 30, 2012 Deadline for processing corrective distributions for failed ADP/ACP test from a plan with an eligible automatic contribution arrangement (EACA) without incurring the 10% excise tax. For non-calendar-year plans, the deadline is six months following the end...
July 31, 2012 Due date for filing Form 5500 (without extension). For non-calendar-year plans, the deadline is the last day of the seventh month following the end of the plan year.