Archives: Events
Distribute Excess Contributions to all Affected Participants
All plans: any 2023 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 Corrective … Continued
Make Legally Permitted, Optional Amendments to Existing Plans for 2023
All plans: Make legally permitted, optional amendments to an existing plan for 2023 by today. These changes must be adopted by the last day of the plan year in which … Continued
Remind participants to Withdraw their Required Minimum Distribution
All plans: Remind participants who are age 73 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued
New Years Day
Happy New Year! The Program will be closed in observance of the holiday.
Self-Directed Brokerage Account Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed.
Program’s Annual Census Offer to Provide Nondiscrimination Testing and/or Calculation Contributions
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 2024 plan year.
Annual Account Statements
Annual Account Statements are available.
Martin Luther King Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day.
IRS Form 1099-R Mailed and Available Online
The IRS Form 1099-R is mailed to all participants who received distributions in 2024 and are available online.
IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS by January 31.