Archives: Events
File Form 5500 with the DOL
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Sole Proprietors & Corportations: File Form 5500 with the DOL
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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
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Send Qualified Default Investment Alternative (QDIA) to Participants
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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
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Make Legally Permitted, Optional Amendments to Existing Plans for 2022
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Distribute Excess Contributions to all Affected Participants
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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
Annual Account Statements Available
Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.
Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.
IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2023. Add this deadline to your Outlook calendar by clicking here.
IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS by January 31. Add this deadline to your Outlook calendar by clicking here.
401(k) Plans and Corporations: Return the Employee 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
President’s Day is observed and the Program will be closed in observance of this holiday. Add this deadline to your Outlook calendar by clicking here.
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 2023 must be reported to the Program … Continued
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 2023 Employer Contributions Due.ics
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