Archives: Events

The Program will be closed in observance of the holiday.

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

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

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

Happy New Year!  The Program will be closed in observance of the holiday.

For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2020 plan year.

The Self-Directed Brokerage Account Participant Statements are distributed.

Annual Account Statements are available.

The Program will be closed in observance of Martin Luther King, Jr. Day.

The IRS Form 1099-R is mailed to all participants who received distributions in 2020.