Archives: Events
Events Search and Views Navigation
November 2021
Thanksgiving
The Program will be closed in observance of the holiday.
Find out more »Post Thanksgiving Day
The Program will be closed in observance of the holiday.
Find out more »December 2021
Christmas (observed)
The Program will be closed in the afternoon in observance of the holiday.
Find out more »Make legally permitted, optional amendments to existing plans for 2020
All plans: Make legally permitted, optional amendments to an existing plan for 2020 by today. These changes must be adopted by the last day of the plan year in which the change becomes effective. (If the change eliminates a right or reduces future benefits, it must be adopted in advance of the effective date and, in the case of money purchase and target benefit plan accounts, 45 days advance notice must be given to participants.) To add this deadline…
Find out more »Distribute excess contributions to all affected participants
All plans: any 2020 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the Corrective Measures for Contributions Form for more information.) To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2021/12312021_allplans_excesscontribs.ics
Find out more »Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 72 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the regulations (i.e., they are no longer employed by your firm or they were 5% or more owners* in the year they attained age 72). The Program also sends reminders to affected participants. Although the Program will be facilitating the automatic payment of most RMDs, there may be some participants who…
Find out more »January 2022
New Year’s Day
Happy New Year! The Program will be closed in observance of the holiday.
Find out more »Program’s annual census offer to provide nondiscrimination testing and/or calculation contributions
For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2021 plan year.
Find out more »Self-Directed Brokerage Account Participant Statements are distributed
The Self-Directed Brokerage Account Participant Statements are distributed.
Find out more »Annual Account Statements
Annual Account Statements are available.
Find out more »Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day.
Find out more »