Archives: Events
Last Day to Make a Retroactive SH NEC for the 2023 Plan Year
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, today (December … Continued
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024
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Send Qualified Default Investment Alternative (QDIA) to Participants
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Send 2022 Summary Annual Report (“SAR”) if you filed a Form 5558
Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date … Continued
Remind participants to Withdraw their Required Minimum Distribution
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Distribute Excess Contributions to all Affected Participants
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Make Legally Permitted, Optional Amendments to Existing Plans for 2022
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New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Self-Directed Brokerage Account Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.