Archives: Events
Make legally permitted, optional amendments to existing plans for 2021
All plans: Make legally permitted, optional amendments to an existing plan for 2021 by today. These changes must be adopted by the last day of the plan year in which … Continued
Distribute excess contributions to all affected participants
All plans: any 2021 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the … Continued
Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 72 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued
New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday.
401(k) Plans and Corporations: Return the Employee Census to the Program
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Submit the Corrective Measures for Contribution Form
Add this deadline to your Outlook calendar by clicking here.