• Begin preparing for the distribution of the plan’s Summary Annual Report to participants and beneficiaries by September 30, unless a Form 5500 extension of time to file applies (calendar-year plans).
• Submit employee census and payroll data to the plan’s recordkeeper for mid-year compliance testing (calendar- year plans).

• Confirm that participants who terminated employment between January 1 and June 30 elected a distribution option for their plan account balance and returned their election Contact those whose forms were not received.

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