Archives: Events
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.
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
Christmas (observed)
The Program will be closed in observance of the holiday.
Make legally permitted, optional amendments to existing plans for 2021
All plans: Make legally permitted, optional amendments to an existing plan for 2021 by today. These changes must be adopted by the last day of the plan year in which … Continued
Distribute excess contributions to all affected participants
All plans: any 2021 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
Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 72 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued