Archives: Events

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

S-Corporations and Partnerships: 2023 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by six months, … Continued

The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.

The self-directed brokerage statements will be distributed. Add this deadline to your Outlook calendar by clicking here.