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  • Writer's pictureLucas Gillis

2024 Compliance Calendar

Updated: Jan 22


calendar, notes, glasses and coffee on desk

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today!




About Your Local Colorado Retirement Advisors 

At 401k Extra, we are passionate about providing solutions that:

— Help sponsors measurably improve their retirement plan success.

— Improve participant outcomes and retirement readiness.

— Help families achieve their financial and retirement goals efficiently and timely.


As 401k specialists, we can help you measure the health of your retirement plan and uncover potential opportunities. Get your free 401k analysis today.


401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF®, QPFC, PPC, CFWP

Lucas Gillis AIF®, CPFA, CFWP

970-225-2001

 

Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.


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