Archives: Events

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: … Continued

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 … Continued

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

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.

The Self-Directed Brokerage Account Participant Statements are distributed.

Annual Account Statements are available.

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

The IRS Form 1099-R is mailed to all participants who received distributions in 2021.

If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after receiving it via email from the Program. If you have not previously provided the Program with a participant’s termination or rehire date, or your newly … Continued

President’s Day is observed and the Program will be closed in observance of this holiday.

The IRS Form 1099-R is sent to the IRS.