Archives: Events
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
Christmas Eve
The Program will be closed in the afternoon in observance of the holiday.
Christmas
The Program will be closed in observance of the holiday.
Make legally permitted, optional amendments to existing plans for 2020
All plans: Make legally permitted, optional amendments to an existing plan for 2020 by today. These changes must be adopted by the last day of the plan year in which … Continued
Distribute excess contributions to all affected participants
All plans: any 2019 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the … Continued
Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 71 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued