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Events for November 25, 2021 - January 17, 2022

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November 2021

Thanksgiving

November 25, 2021

The Program will be closed in observance of the holiday.

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Post Thanksgiving Day

November 26, 2021

The Program will be closed in observance of the holiday.

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December 2021

Christmas (observed)

December 24, 2021

The Program will be closed in the afternoon in observance of the holiday.

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Make legally permitted, optional amendments to existing plans for 2020

December 31, 2021

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…

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Distribute excess contributions to all affected participants

December 31, 2021

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

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Remind participants to withdraw their Required Minimum Distribution

December 31, 2021

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…

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January 2022

New Year’s Day

January 1, 2022

Happy New Year!  The Program will be closed in observance of the holiday.

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Program’s annual census offer to provide nondiscrimination testing and/or calculation contributions

January 7, 2022

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.

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Self-Directed Brokerage Account Participant Statements are distributed

January 7, 2022

The Self-Directed Brokerage Account Participant Statements are distributed.

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Annual Account Statements

January 15, 2022

Annual Account Statements are available.

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Martin Luther King, Jr. Day

January 17, 2022

The Program will be closed in observance of Martin Luther King, Jr. Day.

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