Archives: Events

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: 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: 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

The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

The self-directed brokerage statements will be distributed. Add this deadline to your Outlook calendar by clicking here.

First quarter account statements will be available. Add this deadline to your Outlook calendar by clicking here.

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

The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

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

The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

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

The Program will be closed in the afternoon in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

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. Add this deadline to your Outlook calendar by clicking here.

2nd quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.

All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you … Continued

The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

Money Purchase Pension Plans: Send 2021 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 … Continued

S-Corporations and Partnerships: –          Send 2023 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

Send the 2023 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). Add this deadline to … Continued

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30. Add this deadline to your Outlook calendar by clicking here.

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