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January 15, 2020

2020 Compliance Calendar Deadlines for 401(k) Plans

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Securities offered through Purshe Kaplan Sterling Investments, Inc., Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and TrinityPoint Wealth are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Materials herein were prepared by 401(k) Marketing, LLC. TrinityPoint Wealth and 401(k) Marketing, LLC are not affiliated.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation.

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