Archives: Events

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 is observed and the Program will be closed in observance of this holiday.

The IRS Form 1099-R is sent to the IRS.

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 and Partnerships: 2021 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

The self-directed brokerage statements will be distributed. 

401(k) Plans: Necessary participant distributions of excess salary deferrals and their earnings as a result of exceeding salary deferral limits through the end of 2020 must be reported to the Program … Continued

Sole Proprietors and Corporations: 2021 employer contributions for your firm’s plan should be sent to the Program by April 14. If your firm receives an extension of its income tax … Continued

The Program will be closed in observance of the holiday.

First quarter account statements will be available.