Archives: Events

401(k) Plans: Plans with an eligible automatic contribution arrangement (an “EACA”) must distribute excess contributions and excess aggregate contributions by June 30 to participants, or those firms will incur a 10% … Continued

The Program will be closed in observance of the holiday.

Self-directed brokerage account participant statements are distributed.

2nd quarter account statements are available.

All Plans: If there was a change to your firm’s plan during 2021, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. … Continued

All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you … Continued

The Program will be closed in observance of the holiday.

Money Purchase Pension Plans: Send 2021 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months … Continued

S-Corporations and Partnerships: –          Send 2021 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due … Continued

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.