File Form 5500 with the DOL

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 & Corporations: File Form 5500 with the DOL

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.

Thanksgiving

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

Post Thanksgiving Day

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

Last Day to Make a Retroactive SH NEC for the 2024 Plan Year

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

Send Qualified Default Investment Alternative (QDIA) to Participants

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

Contact Us