Archives: Events
Program’s annual census offer to provide nondiscrimination testing and/or calculation contributions
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.
Self-Directed Brokerage Account Participant Statements are distributed
The Self-Directed Brokerage Account Participant Statements are distributed.
Annual Account Statements
Annual Account Statements are available.
Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day.
IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2020.
401(k) Plans & Corporations: Return the Employee Contribution Census to the Program
If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after … Continued
President’s Day
President's Day is observed and the Program will be closed in observance of this holiday.
IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS.
401(k) Plans: Submit the Corrective Measures for Contribution Form
401(k) Plans: Any excess contributions and excess aggregate contributions which resulted from a failure of the annual nondiscrimination tests must be distributed by March 15, or your firm will incur a … Continued
S-Corporations & Partnerships: 2020 Employer Contributions Due
S-Corporations and Partnerships: 2020 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by … Continued