Archives: Events

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 2023, today (December 1, 2023) is the last day to make a retroactive safe harbor non-elective contribution for the 2023 plan year. Add this deadline to your Outlook … Continued

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Add this deadline to your Outlook calendar by clicking here.

Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date of your Form 5500. Add this deadline to your Outlook calendar by clicking here.

Add this deadline to your Outlook calendar by clicking here.

Add this deadline to your Outlook calendar by clicking here.

Add this deadline to your Outlook calendar by clicking here.

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

The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.

For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. Add this deadline to your Outlook calendar by clicking here.

Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.

The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.