Archives: Events
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
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401(k) Plans: Submit the Corrective Measures for Contribution Form
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S-Corporations & Partnerships: 2022 Employer Contributions Due
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401(k) Plans: Participant Distributions of Excess Salary Defferrals and Earnings
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Sole Proprietors and Corporations: 2022 Employer Contributions Due
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401(k) Plans: Submit the Corrective Measures for Contribution Form
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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”)
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File Form 5500, Form 5500EZ, or Form 5558
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Money Purchase Pension Plans: Send 2022 Contributions for your Firm’s Plan to the Program
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S-Corporations & Partnerships: Send 2022 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL
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401(k) Plans: Mid-Year Census & Nondiscriminations Testing Information Due
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Send the 2022 Summary Annual Report (“SAR”) to Participants
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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