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For almost 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Timely Tips: Retirement Deadline Dates for December

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The end of the calendar year is a busy time for retirement plan owners and these deadline dates should not be missed.

December 31st is the deadline for individuals who own Traditional, SEP and SIMPLE IRAs and are age 70 1/2 or older to distribute their Required Minimum Distribution (RMD). Failure to distribute means a 50 percent penalty on any undistributed amounts.

December 31st is also the deadline for employers who are choosing to establish a brand new Individual 401(k) for the current calendar year. To establish the plan for the year, the employer must have signed and dated the plan documents by December 31st of 2017. 

For more information about retirement plan deadlines, please visit our Current Events and News blog feed. Additional educational materials are available in our Learning Center. 

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