Blog

Business Owners — Retirement Plan Adoption Deadline Approaching March 15

February 10, 2026

Business Owners — Retirement Plan Adoption Deadline Approaching March 15

For S-Corporations and Partnerships, the deadline to adopt a traditional 401(k) plan for the prior tax year is March 15, 2026. For corporations and sole proprietors, the deadline is April 15, 2026. These dates apply to calendar-year plans and may be extended if a tax filing extension is requested.

Under the SECURE Act provisions, business owners may retroactively establish a 401(k) plan up to their tax filing deadline, including extensions. Only employer contributions may be made retroactively; employee deferrals are not permitted.

This time in the first quarter is ideal for connecting your clients with Benefit Equity, a Strongpoint Partner, to ensure retirement plan adoption, setup, and administration go smoothly before the mid-March cutoff.

• Call us at 714-480-1364.
• Connect with us here on the website.