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Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not … Continued

The Program will be closed in observance of the holiday.

Money Purchase Pension Plans: Send 2019 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 … Continued

S-Corporations and Partnerships: -          Send 2019 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

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/09302020_401k_midyear_census.ics

All Plans: Send the 2019 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).   To add this deadline to your Outlook calendar just click this link and save the meeting reminder:  https://voyadelivers.com/aba/ics/2020/09302020_all_send_sar.ics