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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 2024 plan year.

Annual Account Statements are available.

The Program will be closed in observance of Martin Luther King, Jr. Day.

The IRS Form 1099-R is mailed to all participants who received distributions in 2024 and are available online.

The IRS Form 1099-R is sent to the IRS by January 31.

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

The Program will be closed in observance of Presidents' Day.

401(k) Plans: Necessary participant distributions of excess salary deferrals and their earnings as a result of exceeding salary deferral limits through the end of 2024 must be reported to the Program … Continued

401(k) Plans: Any excess contributions and excess aggregate contributions which resulted from a failure of the annual nondiscrimination tests must be distributed by March 15, or your firm will incur a … Continued

S-Corporations and Partnerships: 2023 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by six months, … Continued

The self-directed brokerage statements will be distributed.

First quarter account statements will be available.