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 added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…

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 added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…

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 added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…

The Program will be closed in observance of the holiday.

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 after the plan year end. A Contribution Confirmation report will be mailed to you on the next business day. Please review it to ensure the contribution was credited to the correct plan year. File Form 5500 electronically with the DOL by today if your firm received an extension of the…

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 date and your firm’s tax year is the calendar year. -          File Form 5500 electronically with the DOL by today if your firm received an extension of the due date of your firm’s income tax return. You will have until October 15 if you filed Form 5558 by July 31,…

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 this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/09302020_401k_midyear_census.ics

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 add this deadline to your Outlook calendar just click this link and save the meeting reminder:  https://voyadelivers.com/aba/ics/2020/09302020_all_send_sar.ics    

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 from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2021. If this applies to your plan, the Program will provide you with a sample participant safe harbor notice. Please review the sample notices and instructions for additional information. To add this deadline…

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 QDIA may be made in 2021, receive the annual notice by December 2. Please refer to the sample notice and information for more details.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/12022020_all_qdia.ics

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 deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_all_iffiled5558_thenfile5500.ics

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 date with the IRS. A Contribution Confirmation report will be mailed to you on the next business day following receipt of contributions.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_csp_send_er_contribs.ics

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 your firm’s income tax return.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_csp_send_er_contribs.ics

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 its income tax return and did not file a Form 5558.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/11152020_scorp_prtn_sar.ics

The Program will be closed in observance of the holiday.

The Program will be closed for the afternoon in observance of the holiday.

All Plans: If you received an extension of the Form 5500 due date by filing Form 5558, send the 2019 Summary Annual Report (SAR) to defined contribution plan participants by December 15.   To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/12152020_all_plans_exten_sar.ics