Archives: Events
Memorial Day
The Program will be closed in observance of the holiday.
Form 5500 Filing Notifications to be sent by June 15
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
Juneteenth National Independence Day
The Program will be closed in observance of the holiday.
401(k) Plans: Submit the Corrective Measures for Contribution Form
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
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday.
Independence Day
The Program will be closed in observance of the holiday.
Self-Directed Brokerage Account (SDBA) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed.
2nd Quarter Account Statements
2nd quarter account statements are available.
File Form 5500 Form 5500EZ or Form 5558
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
Labor Day
The Program will be closed in observance of the holiday.
Money Purchase Pension Plans: Send 2023 Contributions for your Firm’s Plan to the Program
Money Purchase Pension Plans: Send 2024 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 Partnerships: Send 2024 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL
S-Corporations and Partnerships: Send 2024 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 … Continued
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.