Archives: Events
File Form 5500, Form 5500EZ, or Form 5558
Add this deadline to your Outlook calendar by clicking here.
Money Purchase Pension Plans: Send 2022 Contributions for your Firm’s Plan to the Program
Add this deadline to your Outlook calendar by clicking here.
S-Corporations & Partnerships: Send 2022 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Mid-Year Census & Nondiscriminations Testing Information Due
Add this deadline to your Outlook calendar by clicking here.
Send the 2022 Summary Annual Report (“SAR”) to Participants
Add this deadline to your Outlook calendar by clicking here.
File Form 5500 with the DOL
Add this deadline to your Outlook calendar by clicking here.
Sole Proprietors & Corportations: File Form 5500 with the DOL
Add this deadline to your Outlook calendar by clicking here.
Last Day to Make a Retroactive SH NEC for the 2023 Plan Year
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 2023, today (December … Continued
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024
Add this deadline to your Outlook calendar by clicking here.
Send Qualified Default Investment Alternative (QDIA) to Participants
Add this deadline to your Outlook calendar by clicking here.
Send 2022 Summary Annual Report (“SAR”) if you filed a Form 5558
Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date … Continued
Remind participants to Withdraw their Required Minimum Distribution
Add this deadline to your Outlook calendar by clicking here.
Distribute Excess Contributions to all Affected Participants
Add this deadline to your Outlook calendar by clicking here.
Make Legally Permitted, Optional Amendments to Existing Plans for 2022
Add this deadline to your Outlook calendar by clicking here.
New Year’s Day (observed)
Happy New Year! 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
The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.
Program’s Annual Census Offer to Provide Nondiscrimination Testing and/or Calculation Contributions
For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. … Continued