Archives: Events
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.
File Form 5500 Form 5500EZ or Form 5558
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
Labor Day
The Program will be closed in observance of the holiday.
Money Purchase Pension Plans: Send 2023 Contributions for your Firm’s Plan to the Program
Money Purchase Pension Plans: Send 2024 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months after … Continued