Archives: Events

Annual Account Statements are available.

The Program will be closed in observance of Martin Luther King, Jr. Day.

The IRS Form 1099-R is mailed to all participants who received distributions in 2020.

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 is observed and the Program will be closed in observance of this holiday.

The IRS Form 1099-R is sent to the IRS.

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: 2020 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

The Program will be closed in observance of the holiday.

The self-directed brokerage statements will be distributed. 

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 2020 must be reported to the … Continued

Sole Proprietors and Corporations: 2020 employer contributions for your firm’s plan should be sent to the Program by April 15. If your firm receives an extension of its income tax … Continued

First quarter account statements will be available.

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

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 observance of the holiday.

All Plans: If there was a change to your firm’s plan during 2020, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. … Continued

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 2020 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months … Continued

S-Corporations and Partnerships: –          Send 2020 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 … Continued

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.   To add this deadline to your Outlook calendar just click this … Continued

All Plans: Send the 2020 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).   To … Continued

All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2021.   To add this … Continued

Sole Proprietors and Corporations: Send 2020 employer contributions for your firm’s plan to the Program by October 15 if you filed for an extension of your income tax return due … Continued

Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 15 if your firm requested a six-month extension of the due date of … Continued

S-Corporations and Partnerships: Send the 2020 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for … Continued

The Program will be closed in observance of the holiday.

The Program will be closed in observance of the holiday.