Archives: Events
Send the 2024 Summary Annual Report (SAR) to Participants
Send the 2024 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).
401(k) Plans: Mid-Year Census Nondiscriminations Testing Information Due
401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2026
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2025, you have from … Continued
Send Qualified Default Investment Alternative (“QDIA”) to Participants
All Plans: If you have elected a Qualified Default Investment Alternative (QDIA) for your plan, it is required that all participants and beneficiaries on whose behalf an investment in a … Continued
Self-Directed Brokerage Account (SDBA) Participant Statements are Distributed
Self-directed brokerage account participant statements are distributed.
3rd Quarter Account Statements
3rd Quarter account statements are available.
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 16, if your firm filed Form 5558 by July 31, 2024.
Sole Proprietors Corporations: File Form 5500 with the DOL
Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 16 if your firm requested a six-month extension of the due date of … Continued
Sole Proprietors Corporations: Send 2024 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2024 employer contributions for your firm’s plan to the Program by October 16 if you filed for an extension of your income tax return due … Continued
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed in the afternoon in observance of the holiday.
RMD sweeps (first week of December)
The Program will automatically sweep any accounts where an RMD is required if paperwork has not yet been received. Participants have until December 31 to take their RMD.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2026
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2024, you have from … Continued
Last Day to Make a Retroactive SH NEC for the 2025 Plan Year
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2026, today (December … Continued