Archives: Events
Learn & Give Webinars- Investment Concepts Simplified
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Learn & Give Webinars – Designing Your Retirement Plan Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Learn & Give Webinars- Foundations of Financial Wellness
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Berks County Bar Association, Bench-Bar Conference
Doubletree by Hilton 701 Penn St., Reading, PALearn & Give Webinars – Steps to a Social Security Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Labor Day
The Program will be closed in observance of the holiday.
Money Purchase Pension Plans: Send 2019 contributions for your firm’s plan to the Program
Money Purchase Pension Plans: Send 2019 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months … Continued
S-Corporations & Partnerships: Send 2019 employer contributions for your firm’s plan to the Program & file Form 5500 with the DOL
S-Corporations and Partnerships: - Send 2019 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due … Continued
401(k) Plans: Mid-Year Census & Nondiscrimination 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. To add this deadline to your Outlook calendar just click … Continued
Send the 2019 Summary Annual Report (SAR) to participants
All Plans: Send the 2019 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). To … Continued
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2021
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 2021, you have … 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
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2020. To add this … Continued
Sole Proprietors & Corporations: Send 2019 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2019 employer contributions for your firm’s plan to the Program by October 15 if you filed for an extension of your income tax return due … Continued
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 15 if your firm requested a six-month extension of the due date of … Continued
S-Corporations & Partnerships: Send the 2019 Summary Annual Report
S-Corporations and Partnerships: Send the 2019 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for … Continued
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed for the afternoon in observance of the holiday.