News and Information

See also:

Key due dates for PENSCO forms and information in 2012
Form / Item Client Action Required Deadline Comments
Upload 1099-Rs to IRS Review once received 2/28/2012 PENSCO will upload 1099-Rs to IRS
Issue 5498s Review once received 5/31/2012 PENSCO will issue 5498 forms
Form 5500 No action required 7/15/2012 Filed by 3rd party administrator for Solo(k) accounts and other qualified plans.