Archives: Events

The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.

For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. … Continued

Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.

The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.

The IRS Form 1099-R is mailed to all participants who received distributions in 2023. Add this deadline to your Outlook calendar by clicking here.

The IRS Form 1099-R is sent to the IRS by January 31. Add this deadline to your Outlook calendar by clicking here.

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. Add this deadline to your Outlook calendar by clicking here.

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 2023 must be reported to the Program … Continued

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