Archives: Events

The Program will be closed in observance of Martin Luther King, Jr. Day.

The IRS Form 1099-R is mailed to all participants who received distributions in 2019.

If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after … Continued

The Program will be closed in observance of the holiday.

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 and Partnerships: 2019 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 … Continued

All plans: Required minimum distributions for 2019 must be made for participants who attained age 70½ in 2019. Participants who attained age 70½ in 2019 and who are no longer … Continued

The Program will be closed in observance of the holiday.

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 2019 must be reported to the … Continued

Sole Proprietors and Corporations: 2019 employer contributions for your firm’s plan should be sent to the Program by April 16. If your firm receives an extension of its income tax … Continued

The Program will be closed in observance of the holiday.

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

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 … Continued

The Program will be closed in observance of the holiday.