Archives: Events

Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.

2nd quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.

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, 2024. Add this … Continued

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

Money Purchase Pension Plans: Send 2021 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 2023 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 … Continued

Send the 2023 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). Add this deadline to your Outlook calendar by clicking here.

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30. Add this deadline to your Outlook calendar by clicking here.

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 2024, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2025. 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 2025, receive the annual notice by December 2. Please refer to the sample notice and information for more details. Add this deadline … Continued

Self-directed brokerage account participant statements are distributed.   Add this deadline to your Outlook calendar by clicking here.

3rd Quarter account statements are available.   Add this deadline to your Outlook calendar by clicking here.

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 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.

Sole Proprietors and Corporations: Send 2023 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.   Add this … Continued

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

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

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, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2023. If this applies to your plan, the Program … Continued

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

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

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.

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

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

All plans: any 2023 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the Corrective Measures for Contributions Form for more information.)   Add this deadline to your Outlook calendar by clicking here.

All plans: Make legally permitted, optional amendments to an existing plan for 2023 by today. These changes must be adopted by the last day of the plan year in which the change becomes effective. (If the change eliminates a right or reduces future benefits, it must be adopted in advance of the effective date and, … Continued

All plans: Remind participants who are age 73 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

Happy New Year! The Program will be closed in observance of the holiday.