Archives: Events
Memorial Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Form 5500 Filing Notifications to be sent by 6/15
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
Juneteenth National Independence Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
401(k) Plans: Submit the Corrective Measures for Contribution Form
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
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Independence Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Self-Directed Brokerage Account (“SDBA”) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.
2nd Quarter Account Statements
2nd quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.
File Form 5500, Form 5500EZ, or Form 5558
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
Labor Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.