Archives: Events
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2023
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, you have … Continued
Send Qualified Default Investment Alternative (“QDIA”) to participants
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
Christmas (observed)
The Program will be closed in observance of the holiday.
Make legally permitted, optional amendments to existing plans for 2021
All plans: Make legally permitted, optional amendments to an existing plan for 2021 by today. These changes must be adopted by the last day of the plan year in which … Continued
Distribute excess contributions to all affected participants
All plans: any 2021 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the … Continued
Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 72 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued
New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday.
401(k) Plans and Corporations: Return the Employee Census to the Program
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Submit the Corrective Measures for Contribution Form
Add this deadline to your Outlook calendar by clicking here.
S-Corporations & Partnerships: 2022 Employer Contributions Due
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Participant Distributions of Excess Salary Defferrals and Earnings
Add this deadline to your Outlook calendar by clicking here.
Sole Proprietors and Corporations: 2022 Employer Contributions Due
Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Submit the Corrective Measures for Contribution Form
Add this deadline to your Outlook calendar by clicking here.
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday.
Send Participants Revised Summary Plan Description (“SPD”) or Summary of Material Modifications (“SMM”)
Add this deadline to your Outlook calendar by clicking here.
File Form 5500, Form 5500EZ, or Form 5558
Add this deadline to your Outlook calendar by clicking here.