Archives: Events

The self-directed brokerage statements will be distributed. Add this deadline to your Outlook calendar by clicking here.

First quarter account statements will be available. Add this deadline to your Outlook calendar by clicking here.

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 … Continued

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

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 … Continued

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

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% … Continued

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

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 are distributed. Add this deadline to your Outlook calendar by clicking here.

2nd quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.

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