Archives: Events

The Program will be closed in observance of Presidents' Day.

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: 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 self-directed brokerage statements will be distributed.

First quarter account statements will be available.

Sole Proprietors and Corporations: 2024 employer contributions for your firm’s plan should be sent to the Program by April 14. If your firm receives an extension of its income tax … Continued

The Program will be closed in observance of the holiday.

The Program will be closed in observance of the holiday.

Form 5500: What You Need to Know* The Department of Labor (DOL) requires that Form 5500 be filed electronically. For all Program plan sponsors, the Program coordinates this process by … Continued