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Events for January 2, 2023 - March 15, 2023

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January 2023

New Year’s Day (observed)

January 2, 2023

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

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Self-Directed Brokerage Account Participant Statements

January 6, 2023 @ 12:00 am
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Program’s annual census offer to provide nondiscrinimation testing and/or calculation contributions

January 9, 2023 @ 12:00 am
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Annual Acccount Statements

January 13, 2023 @ 12:00 am
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Martin Luther King, Jr. Day

January 16, 2023 @ 12:00 am
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IRS Form 1099-R Mailed

January 31, 2023 @ 12:00 am
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February 2023

401(k) Plans and Corporations: Return the Employee Census to the Program

February 10, 2023 @ 12:00 am

Add this deadline to your Outlook calendar by clicking here.

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President’s Day

February 20, 2023 @ 12:00 am
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IRS Form 1099-R sent to IRS

February 28, 2023 @ 12:00 am
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March 2023

401(k) Plans: Submit the Corrective Measures for Contribution Form

March 15, 2023 @ 12:00 am

Add this deadline to your Outlook calendar by clicking here.

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S-Corporations & Partnerships: 2022 Employer Contributions Due

March 15, 2023 @ 12:00 am

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