Archives: Events
Send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM)
All Plans: If there was a change to your firm’s plan during 2019, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. … Continued
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 … Continued
Learn & Give Webinars- Investment Concepts Simplified
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 … Continued
Learn & Give Webinars – Designing Your Retirement Plan Strategy
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 … Continued
Learn & Give Webinars- Foundations of Financial Wellness
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 … Continued
Berks County Bar Association, Bench-Bar Conference
Doubletree by Hilton 701 Penn St., Reading, PALearn & Give Webinars – Steps to a Social Security Strategy
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 … Continued
Labor Day
The Program will be closed in observance of the holiday.
Money Purchase Pension Plans: Send 2019 contributions for your firm’s plan to the Program
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 … Continued
S-Corporations & Partnerships: Send 2019 employer contributions for your firm’s plan to the Program & file Form 5500 with the DOL
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 … Continued
401(k) Plans: Mid-Year Census & Nondiscrimination Testing Information Due
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 … Continued