Archives: Events
Form 5500 Filing Notifications to be sent by June 15
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
Juneteenth National Independence Day
The Program will be closed in observance of the holiday.
401(k) Plans: Submit the Corrective Measures for Contribution Form
401(k) Plans: Plans with an eligible automatic contribution arrangement (an “EACA”) must distribute excess contributions and excess aggregate contributions by June 30 to participants, or those firms will incur a 10% … Continued
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday.
Independence Day
The Program will be closed in observance of the holiday.
Self-Directed Brokerage Account (SDBA) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed.
2nd Quarter Account Statements
2nd quarter account statements are available.
File Form 5500 Form 5500EZ or Form 5558
All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you … Continued
Labor Day
The Program will be closed in observance of the holiday.
Money Purchase Pension Plans: Send 2023 Contributions for your Firm’s Plan to the Program
Money Purchase Pension Plans: Send 2024 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months after … Continued