2026 ERISA Compliance Calendar: Essential Deadlines for Plan Sponsors

Stay ahead of deadlines with TruePlan 

Managing a retirement plan means keeping track of numerous regulatory deadlines. Missing even one can possibly result in penalties, excise taxes or operational setbacks. TruePlan's 2026 ERISA Compliance Calendar helps plan sponsors stay organized by outlining the most important compliance dates for calendar-year qualified retirement plans.  

Why a calendar matters 

ERISA plan administration involves year-round responsibilities, from issuing refunds and filing required forms to distributing participant notices. This calendar consolidates critical reminders, so organizations can proactively manage compliance rather than react to approaching deadlines.  

Key deadlines to know 

Some of the notable requirements highlighted in the calendar include: 

•  corrective Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) refunds; 

• Form 5500; 

• Summary of Material Modifications; 

• Summary Annual Report; 

• Required Minimum Distributions (RMDs); and 

• other essential deadlines!  

The calendar also covers extension deadlines, notice requirements — including those for safe harbor and auto-enrollment communications — and corrective amendment timelines. It’s designed to help sponsors maintain plan compliance and avoid qualification failures.  

Build a more confident compliance strategy 

While the calendar is a valuable planning tool, it is intended for general educational purposes and should not replace guidance from tax or legal professionals. Organizations are encouraged to consult qualified advisors regarding their specific situations. 

Get the calendar and start mapping out your compliance responsibilities to help keep your retirement plan running smoothly in 2026.