Important Dates

Statements/Forms

  • Year-End Statement Mailed in Feb

  • All Statements in Online Accounts

  • 1099-R Mailed by Jan 31

  • Canadian T-4 Mailed by Feb 28

  • RMD Letter/Forms Mailed late Oct

Year End Processing

  • 2026 RMD PAPERWORK due Dec 1

  • 2026 WITHDRAWALS into office by Dec 15

  • 2026 CONTRIBUTIONS by Dec 28, 2026, to count for current year

  • Principal Year-End Blackout Jan 1-15