Archives: Events

Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date … Continued

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

The Program will be closed in observance of the holiday.

All plans: any 2024 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the Corrective … Continued

All plans: Make legally permitted, optional amendments to an existing plan for 2024 by today. These changes must be adopted by the last day of the plan year in which … Continued

All plans: Remind participants who are age 73 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued

Participants must take their RMD by December 31