Archives: Events
Self-Directed Brokerage Account Participant Statements are distributed
The self-directed brokerage statements will be distributed.
1st Quarter Account Statements
First quarter account statements will be available.
Sole Proprietors and Corporations: 2024 Employer Contributions Due
Sole Proprietors and Corporations: 2024 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 … Continued
Good Friday
The Program will be closed in observance of the holiday.
Memorial Day
The Program will be closed in observance of the holiday.
Form 5500 Filing Notifications to be sent by June 15
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
Juneteenth National Independence Day
The Program will be closed in observance of the holiday.
401(k) Plans: Submit the Corrective Measures for Contribution Form
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
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday.
Independence Day
The Program will be closed in observance of the holiday.
Self-Directed Brokerage Account (SDBA) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed.
2nd Quarter Account Statements
2nd quarter account statements are available.