Archives: Events
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.
401(k) Plans and Corporations Return the Employee Census to the Program
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’ Day
The Program will be closed in observance of Presidents' Day.
401(k) Plans Participant Distributions of Excess Salary Deferrals and Earnings
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 2024 must be reported to the Program … Continued
401(k) Plans: Submit the Corrective Measures for Contribution Form
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 Partnerships 2024 Employer Contributions Due
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
Self-Directed Brokerage Account Participant Statements are distributed
The self-directed brokerage statements will be distributed.