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401(k) Plans: Mid-Year Census & Nondiscrimination Testing Information Due

September 30

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.

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Send the 2021 Summary Annual Report (SAR) to participants

September 30

All Plans: Send the 2021 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).

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