Archives: Events
IRS Form 1099-R mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2019.
401(k) Plans & Corporations: Return the Employee Contribution Census to the Program
If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after … Continued
President’s Day
The Program will be closed in observance of the holiday.
401(k) Plans: Submit the Corrective Measures for Contribution Form
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 & Partnerships: 2019 Employer Contributions Due
S-Corporations and Partnerships: 2019 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 … Continued
Required Minimum Distributions Must be Made
All plans: Required minimum distributions for 2019 must be made for participants who attained age 70½ in 2019. Participants who attained age 70½ in 2019 and who are no longer … Continued
Good Friday
The Program will be closed in observance of the holiday.
401(k) Plans: Participant Distributions of Excess Salary Deferrals and Earnings
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 2019 must be reported to the … Continued
Sole Proprietors and Corporations: 2019 Employer Contributions Due
Sole Proprietors and Corporations: 2019 employer contributions for your firm’s plan should be sent to the Program by April 16. If your firm receives an extension of its income tax … Continued
Memorial Day
The Program will be closed in observance of the holiday.
Form 5500 Filing Notifications to Be Sent by 6/15
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
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 … Continued
Independence Day Observed
The Program will be closed in observance of the holiday.
Send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM)
All Plans: If there was a change to your firm’s plan during 2019, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. … Continued
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
Learn & Give Webinars- Investment Concepts Simplified
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 … Continued
Learn & Give Webinars – Designing Your Retirement Plan Strategy
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 … Continued
Learn & Give Webinars- Foundations of Financial Wellness
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 … Continued
Berks County Bar Association, Bench-Bar Conference
Doubletree by Hilton 701 Penn St., Reading, PALearn & Give Webinars – Steps to a Social Security Strategy
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 … Continued
Labor Day
The Program will be closed in observance of the holiday.