Archives: Events

2nd quarter account statements are available.

All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you must file Form 5558 with the IRS and mail it by today, as it must be postmarked no later than July 31, 2025.

The Program will be closed in observance of the holiday.

Money Purchase Pension Plans: Send 2024 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months after the plan year end. A Contribution Confirmation report will be mailed to you on the next business day. Please review it to ensure the contribution … Continued

S-Corporations and Partnerships: Send 2024 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due date and your firm’s tax year is the calendar year. File Form 5500 electronically with the DOL by today if your firm received an extension of … Continued

Send the 2024 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.

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, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2026. If this applies to your plan, the Program … Continued

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 2026, receive the annual notice by December 2. Please refer to the sample notice and information for more details.

Self-directed brokerage account participant statements are distributed.

3rd Quarter account statements are available.