Archives: Events

Self-directed brokerage account participant statements are distributed.   Add this deadline to your Outlook calendar by clicking here.

3rd Quarter account statements are available.   Add this deadline to your Outlook calendar by clicking here.

All Plans: Form 5500 is due to be filed electronically with the DOL by October 16, if your firm filed Form 5558 by July 31, 2023.   Add this deadline to your Outlook calendar by clicking here.

Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 16 if your firm requested a six-month extension of the due date of your firm’s income tax return.   Add this deadline to your Outlook calendar by clicking here.

Sole Proprietors and Corporations: Send 2023 employer contributions for your firm’s plan to the Program by October 16 if you filed for an extension of your income tax return due date with the IRS. A Contribution Confirmation report will be mailed to you on the next business day following receipt of contributions.   Add this … Continued

The Program will be closed in observance of the holiday.   Add this deadline to your Outlook calendar by clicking here.

The Program will be closed in the afternoon in observance of the holiday.   Add this deadline to your Outlook calendar by clicking here.

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 2023, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2023. If this applies to your plan, the Program … Continued

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 2025, today (December 1, 2024) is the last day to make a retroactive safe harbor non-elective contribution for the 2024 plan year.   Add this deadline to your … Continued

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 QDIA may be made in 2025, receive the annual notice by December 2. Please refer to the sample notice and information for more details.   Add … Continued

Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date of your Form 5500.   Add this deadline to your Outlook calendar by clicking here.