Archives: Events
401(k) Plans: Participant Distributions of Excess Salary Deferrals and Earnings
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 2023 must be reported to the Program … Continued
401(k) Plans: Submit the Corrective Measures for Contribution Form
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 Partnerships 2023 Employer Contributions Due.ics
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
Good Friday
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Self-Directed Brokerage Account Participant Statements are distributed
The self-directed brokerage statements will be distributed. Add this deadline to your Outlook calendar by clicking here.
1st Quarter Account Statements
First quarter account statements will be available. Add this deadline to your Outlook calendar by clicking here.
Sole Proprietors and Corporations: 2023 Employer Contributions Due
Sole Proprietors and Corporations: 2023 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 return due … Continued
Memorial Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Form 5500 Filing Notifications to be sent by 6/15
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. Add this deadline to your Outlook calendar by clicking here.
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. Add this deadline to your Outlook calendar by clicking here.
Independence Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Self-Directed Brokerage Account (“SDBA”) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.