Archives: Events
401(k) Plans: Mid-Year Census Nondiscriminations Testing Information Due
401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2026
401(k) Plans Intended to Comply with the Traditional or Automatic Enrollment Safe Harbor Requirements: If you sponsor a 401(k) plan intended to meet safe harbor requirements in 2025, you have from … Continued
Send Qualified Default Investment Alternative (“QDIA”) to Participants
All Plans: If you have elected a Qualified Default Investment Alternative (QDIA) for your plan, it is required that all participants and beneficiaries on whose behalf an investment in a … Continued
Self-Directed Brokerage Account (SDBA) Participant Statements are Distributed
Self-directed brokerage account participant statements are distributed.
3rd Quarter Account Statements
3rd Quarter account statements are available.
File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 16, if your firm filed Form 5558 by July 31, 2024.
Sole Proprietors Corporations: File Form 5500 with the DOL
Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 16 if your firm requested a six-month extension of the due date of … Continued
Sole Proprietors Corporations: Send 2024 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2024 employer contributions for your firm’s plan to the Program by October 16 if you filed for an extension of your income tax return due … Continued
Thanksgiving
The Program will be closed in observance of the holiday.
Post Thanksgiving Day
The Program will be closed in the afternoon in observance of the holiday.