--- title: 2025 Deadlines & Important Dates for Plan Sponsors description: In 2025, plan sponsors of defined benefit and defined contribution retirement plans must stay on top of key deadlines to ensure compliance... image: https://blog.brixeyandmeyer.com/hubfs/Blog%20Covers-Feb-06-2025-05-07-39-8331-PM.png --- [![Brixey Meyer](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white.png?width=3092&height=1080&name=Brixey-white.png "Brixey Meyer")](https://www.brixeyandmeyer.com/) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) - [Client Portal](https://www.clientaxcess.com/#/login) - [Make a Payment](https://secure.cpacharge.com/pages/brixeyandmeyer/payments) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) ![](https://blog.brixeyandmeyer.com/hubfs/Blog%20Covers-Feb-06-2025-05-07-39-8331-PM.png) # 2025 Deadlines & Important Dates for Plan Sponsors Published by [Jill Proud](https://blog.brixeyandmeyer.com/author/jill-proud) on Feb 6, 2025 1:04:19 PM In 2025, plan sponsors of defined benefit and defined contribution retirement plans must stay on top of key deadlines to ensure compliance. Missing critical filing dates can lead to penalties and administrative headaches, so proactive planning is essential. Below, we highlight important dates for the upcoming year based on a calendar-year plan. Some deadlines may shift depending on the plan sponsor’s fiscal year, so it’s always best to verify specific requirements. ### **[![Download Our 2025 Deadlines & Important Dates Report](https://no-cache.hubspot.com/cta/default/443942/interactive-185850904873.png)](https://blog.brixeyandmeyer.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJdFyqn71hD3sX%2Fxx2gQPWmlnLa7AA6RJ4LsUHOdyAzbwB6l0OcxhRg49d%2F60Ge%2B%2Bo8frANASlu0UiBcwXz4KRrGiJBIRJBvIg4rihI2nqamTCNzJ3uT2bPd0zn8RsU0J3i24yDN7RwIvd2196J6RctjGh3FL6vi%2BDS3e9745XQEZTq0Gu0SSzUO716pmddnkebgZtHm5nKAv3vIhoY4hhw9d5SVR4ImC4rZjZhWcYy6g%2BaF3awTTeZx2vE2oMhedJNjcBmJPKv9YIrtAZfdcKwgfYtqR0l&webInteractiveContentId=185850904873&portalId=443942)**   ### **Best Practices for Plan Sponsors** To ensure compliance and maintain a well-functioning plan, consider these best practices: - **Review plan documents and procedures** to align with regulatory changes. - **Conduct mid-year compliance testing** to identify potential issues early. - **Verify census data accuracy** with your recordkeeper to support ADP/ACP testing. - **Distribute Summary Plan Descriptions (SPDs)** to newly eligible employees within 90 days. - **Provide annual lifetime income illustrations** to defined contribution plan participants. Staying ahead of these best practices will help plan sponsors navigate 2025 with confidence. For a complete list of compliance requirements and detailed guidance, download our [Download Our 2025 Deadlines & Important Dates Report here!](https://blog.brixeyandmeyer.com/hubfs/2025%20Deadlines%20and%20Important%20Dates%20for%20Plan%20Sponsors%20(2).pdf) Have questions or want to learn more? Reach out to us! 📩 Tags: [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [Tax](https://blog.brixeyandmeyer.com/topic/tax), [Taxes](https://blog.brixeyandmeyer.com/topic/taxes), [Retirement Plan](https://blog.brixeyandmeyer.com/topic/retirement-plan), [Retirement Plan Administration](https://blog.brixeyandmeyer.com/topic/retirement-plan-administration), [2025 tax planning](https://blog.brixeyandmeyer.com/topic/2025-tax-planning), [Insights](https://blog.brixeyandmeyer.com/topic/insights), [Tax Season](https://blog.brixeyandmeyer.com/topic/tax-season), [Retirement Plan Deadlines](https://blog.brixeyandmeyer.com/topic/retirement-plan-deadlines), [Retirement Planning 2025](https://blog.brixeyandmeyer.com/topic/retirement-planning-2025), [Tax Deadline](https://blog.brixeyandmeyer.com/topic/tax-deadline), [Plan Sponsor](https://blog.brixeyandmeyer.com/topic/plan-sponsor) [Back to Blog](https://blog.brixeyandmeyer.com) - [Tweet](https://twitter.com/share) ## Related Articles ## [ERISA 2026 Requirements Calendar](https://blog.brixeyandmeyer.com/erisa-2026-requirements-calendar) Sponsors of defined benefit and defined contribution retirement plans should keep the following... 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