Archives: Events
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2025
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 2024, you have from … 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 … Continued
Self-Directed Brokerage Account (“SDBA”) Participant Statements are Distributed
Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.
3rd Quarter Account Statements
3rd Quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 16, if your firm filed Form 5558 by July 31, 2023. Add this deadline … 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 16 if your firm requested a six-month extension of the due date of … Continued
Sole Proprietors & Corporations: Send 2023 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2023 employer contributions for your firm’s plan to the Program by October 16 if you filed for an extension of your income tax return due … Continued
Thanksgiving
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Post Thanksgiving Day
The Program will be closed in the afternoon in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2025
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 2023, you have from … Continued
Last Day to Make a Retroactive SH NEC for the 2024 Plan Year
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 2025, today (December … 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 … Continued