Archives: Events
Send the 2020 Summary Annual Report (SAR) to participants
All Plans: Send the 2020 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/2021/09302021_all_send_sar.ics
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2022
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 2022, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2022. If this applies to your plan, the … 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 2022, receive the annual notice by December 2. Please refer to the sample notice and information for more details. To … Continued
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2021. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2021/10152021_all_iffiled5558_thenfile5500.ics
Sole Proprietors & Corporations: Send 2020 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2020 employer contributions for your firm’s plan to the Program by October 15 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. To add … Continued
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 15 if your firm requested a six-month extension of the due date of your firm’s income tax return.
S-Corporations & Partnerships: Send the 2020 Summary Annual Report
S-Corporations and Partnerships: Send the 2020 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for its income tax return and did not file a Form 5558. To add this deadline to your Outlook calendar just click this link and … Continued
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed in observance of the holiday.