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

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, 2024.

Sole Proprietors Corporations: Send 2024 Employer Contributions to the Program

Sole Proprietors and Corporations: Send 2024 employer contributions for your firm’s plan to the Program by October 16 if you filed for an extension of your income tax return due date with the IRS. A Contribution Confirmation report will be mailed to you on the next business day following receipt of contributions.

Thanksgiving

The Program will be closed in observance of the holiday.

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