Archives: Events

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

The Program will be closed in observance of the holiday.

Self-directed brokerage account participant statements are distributed.

2nd quarter account statements are available.

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.

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 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 by September 30 (unless the due date for your Form 5500 is extended to a later date).

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.

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

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 participant statements are distributed.

3rd Quarter account statements are available.

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 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 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

The Program will be closed in observance of the holiday.

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

The Program will automatically sweep any accounts where an RMD is required if paperwork has not yet been received. Participants have until December 31 to take their RMD.

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

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 2026, today (December … Continued