Archives: Events
Remind participants to Withdraw their Required Minimum Distribution
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Make Legally Permitted, Optional Amendments to Existing Plans for 2022
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Distribute Excess Contributions to all Affected Participants
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New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Self-Directed Brokerage Account Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.
Program’s Annual Census Offer to Provide Nondiscrimination Testing and/or Calculation Contributions
For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. … Continued
Annual Account Statements Available
Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.
Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.
IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2023. Add this deadline to your Outlook calendar by clicking here.
IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS by January 31. Add this deadline to your Outlook calendar by clicking here.
401(k) Plans and Corporations: Return the Employee Census to the Program
If You Sponsor A 401(K) Plan And/Or Your Firm Is A Corporation: Return The Employee Contribution Census To The Program. Check, correct and complete the Employee and Contribution Census after … Continued