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401(k) Plans Participant Distributions of Excess Salary Deferrals and Earnings
401(k) Plans: Necessary participant distributions of excess salary deferrals and their earnings as a result of exceeding salary deferral limits through the end of 2024 must be reported to the Program … Continued
401(k) Plans: Submit the Corrective Measures for Contribution Form
401(k) Plans: Any excess contributions and excess aggregate contributions which resulted from a failure of the annual nondiscrimination tests must be distributed by March 15, or your firm will incur a … Continued
S-Corporations Partnerships 2024 Employer Contributions Due
S-Corporations and Partnerships: 2023 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by six months, … Continued
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Self-Directed Brokerage Account Participant Statements are distributed
The self-directed brokerage statements will be distributed.