Archives: Events
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 … Continued
Independence Day Observed
The Program will be closed in observance of the holiday.
Send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM)
All Plans: If there was a change to your firm’s plan during 2019, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. … Continued
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
Learn & Give Webinars- Investment Concepts Simplified
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Learn & Give Webinars – Designing Your Retirement Plan Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued
Learn & Give Webinars- Foundations of Financial Wellness
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an … Continued