Archives: Events

The Program will be closed in observance of Presidents' Day.

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 2024 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 self-directed brokerage statements will be distributed.

First quarter account statements will be available.

Sole Proprietors and Corporations: 2024 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 … Continued

The Program will be closed in observance of the holiday.

The Program will be closed in observance of the holiday.

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.

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.

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