Archives: Events
RMD sweeps (first week of December)
The Program will automatically sweep any accounts where an RMD is required if paperwork has not yet been received. Participants have until December 31 to take their RMD.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2026
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2024, you have from … Continued
Last Day to Make a Retroactive SH NEC for the 2025 Plan Year
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2026, today (December … Continued
Send Qualified Default Investment Alternative (QDIA) to Participants
All Plans: If you have elected a Qualified Default Investment Alternative (QDIA) for your plan, it is required that all participants and beneficiaries on whose behalf an investment in a … Continued