401(k) Plans: Submit the Corrective Measures for Contribution Form

401(k) Plans: Any excess contributions and excess aggregate contributions which resulted from a failure of the annual nondiscrimination tests must be distributed by March 15, or your firm will incur a 10% excise tax on the amount of the excess contributions and excess aggregate contributions which were not timely distributed. If your firm’s plan fails the … Continued

S-Corporations Partnerships 2023 Employer Contributions Due.ics

S-Corporations and Partnerships: 2023 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by six months, you will have until September 15 (this statement assumes your corporation’s tax year is a calendar year). Remember that you may have assets in your plan’s forfeiture reserve … Continued

Good Friday

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

Sole Proprietors and Corporations: 2023 Employer Contributions Due

Sole Proprietors and Corporations: 2023 employer contributions for your firm’s plan should be sent to the Program by April 14. If your firm receives an extension of its income tax return due date, you will have until October 15. Remember that you may have assets in your plan’s forfeiture reserve account that either may be used to offset your … Continued

Memorial Day

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

Form 5500 Filing Notifications to be sent by 6/15

Form 5500: What You Need to Know* The Department of Labor (DOL) requires that Form 5500 be filed electronically. For all Program plan sponsors, the Program coordinates this process by offering a Web-based system called eFile. eFile connects plan sponsors to EFAST2, the DOL’s website for receiving Form 5500 submissions. eFile allows the Program to prepare … Continued

401(k) Plans: Submit the Corrective Measures for Contribution Form

401(k) Plans: Plans with an eligible automatic contribution arrangement (an “EACA”) must distribute excess contributions and excess aggregate contributions by June 30 to participants, or those firms will incur a 10% excise tax on the amount of the excess contribution and excess aggregate contribution which were not timely distributed. For more information on auto-enrollment features, please … Continued

Pre-Independence Day

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

Independence Day

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

File Form 5500, Form 5500EZ, or Form 5558

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

Labor Day

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

S-Corporations & Partnerships: Send 2023 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL

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 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 2025, receive the annual notice by December 2. Please refer to the sample notice and information for more details. Add this deadline … Continued

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, 2023.   Add this deadline to your Outlook calendar by clicking here.

Sole Proprietors & Corporations: File Form 5500 with the DOL

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.

Thanksgiving

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

Post Thanksgiving Day

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

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