Archives: Events
File Form 5500 with the DOL
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, 2020. To add this … Continued
Sole Proprietors & Corporations: Send 2019 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2019 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 & Corporations: File Form 5500 with the DOL
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 & Partnerships: Send the 2019 Summary Annual Report
S-Corporations and Partnerships: Send the 2019 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
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed for the afternoon in observance of the holiday.
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2021
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 2021, 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
Send the 2019 Summary Annual Report
All Plans: If you received an extension of the Form 5500 due date by filing Form 5558, send the 2019 Summary Annual Report (SAR) to defined contribution plan participants by … Continued
Send the 2020 Summary Annual Report
All Plans: If you received an extension of the Form 5500 due date by filing Form 5558, send the 2020 Summary Annual Report (SAR) to defined contribution plan participants by … Continued