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Remind participants to withdraw their Required Minimum Distribution
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
New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday.
401(k) Plans and Corporations: Return the Employee Census to the Program
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Submit the Corrective Measures for Contribution Form
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S-Corporations & Partnerships: 2022 Employer Contributions Due
Add this deadline to your Outlook calendar by clicking here.