Archives: Events

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

The Program will be closed in the afternoon in observance of the holiday.

The Program will be closed in observance of the holiday.

Self-directed brokerage account participant statements are distributed.

2nd quarter account statements are available.

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

The Program will be closed in observance of the holiday.

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

S-Corporations and Partnerships: Send 2024 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due date … Continued

Send the 2024 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).