Archives: Events
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2023
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 2023, 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
Self-Directed Brokerage Account Participant Statements are distributed
Self-directed brokerage account participant statements are distributed.
3rd Quarter Account Statements
3rd Quarter account statements are available.
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2022.
Sole Proprietors & Corporations: Send 2021 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2021 employer contributions for your firm’s plan to the Program by October 15 if you filed for an extension of your income tax return due … Continued
Sole Proprietors & Corporations: File Form 5500 with the DOL
Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 15 if your firm requested a six-month extension of the due date of … Continued
S-Corporations & Partnerships: Send the 2021 Summary Annual Report
S-Corporations and Partnerships: Send the 2021 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for … Continued
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed in the afternoon in observance of the holiday.