2026 Defined benefit plan compliance calendar


Address key deadlines for your calendar year qualified pension plan

Keeping track of defined benefit plan deadlines can be complex, especially with requirements spread across the entire year. This calendar highlights important compliance dates for calendar year qualified pension plans.
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Designed to keep you on track

Download this calendar as a planning tool to understand what’s required and when throughout 2026. 

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Who this is for


This calendar is designed for teams responsible for managing and maintaining defined benefit plan compliance throughout the year.
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Plan sponsors and admins

Helpful for those overseeing day-to-day compliance requirements
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HR and benefits teams

Helpful for those coordinating participant communications and distributions
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Finance and ops teams

Helpful for those tracking funding contributions and deadlines
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Professionals

Helpful for those working with actuaries and advisors to meet annual filing and certification requirements
To help you stay ahead in your calendar-year qualified pension plan, we've included dates, compliance items and forms.
Kylee-Hall
Kylee Hall
Senior Director, Retirement Plan Services, TruePlan

What’s included

Whether you’re managing deadlines internally or coordinating with external partners, this single reference point makes it easier to stay aligned and avoid last-minute work.
 

Full-year view

A complete calendar of important compliance deadlines across 2026, so you can see what’s ahead at a glance.

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Key filings

Tracks major required filings like Form 1099-R, Form 5500 and related submissions tied to defined benefit plans.

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Funding timelines and participant requirements

Outlines quarterly funding contribution deadlines and year-end funding requirements to help you plan throughout the year. It also highlights deadlines for required distributions, notices and participant communications, helping to ensure key deadlines are addressed in a timely manner.

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