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June 2024
Form 5500 Filing Notifications to be sent by 6/15
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 offering a Web-based system called eFile. eFile connects plan sponsors to EFAST2, the DOL’s website for receiving Form 5500 submissions. eFile allows the Program to prepare and store your signature-ready Form 5500 for you to access, review and file directly with the DOL. The Program will publish your Form 5500 no…
Find out more »Juneteenth National Independence Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Find out more »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% excise tax on the amount of the excess contribution and excess aggregate contribution which were not timely distributed. For more information on auto-enrollment features, please refer to the flyer in the Plan Design Options. Notify the Program of any necessary refunds by submitting the Corrective Measures for Contributions Form by June 30. Add…
Find out more »July 2024
Pre-Independence Day
The Program will be closed in the afternoon in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Find out more »Independence Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Find out more »Self-Directed Brokerage Account (“SDBA”) Participant Statements Distributed
Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.
Find out more »2nd Quarter Account Statements
2nd quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.
Find out more »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 must file Form 5558 with the IRS and mail it by today, as it must be postmarked no later than July 31, 2024. Add this deadline to your Outlook calendar by clicking here.
Find out more »September 2024
Labor Day
The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
Find out more »Money Purchase Pension Plans: Send 2023 Contributions for your Firm’s Plan to the Program
Money Purchase Pension Plans: Send 2021 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 the plan year end. A Contribution Confirmation report will be mailed to you on the next business day. Please review it to ensure the contribution was credited to the correct plan year. File Form 5500 electronically with the DOL by today if your firm received an extension of the due…
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