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December 2023
Remind participants to Withdraw their Required Minimum Distribution
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Find out more »Distribute Excess Contributions to all Affected Participants
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Find out more »Make Legally Permitted, Optional Amendments to Existing Plans for 2022
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Find out more »January 2024
New Year’s Day (observed)
Happy New Year! 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 Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.
Find out more »Program’s Annual Census Offer to Provide Nondiscrimination Testing and/or Calculation Contributions
For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. Add this deadline to your Outlook calendar by clicking here.
Find out more »Annual Account Statements Available
Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.
Find out more »Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.
Find out more »IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2023. Add this deadline to your Outlook calendar by clicking here.
Find out more »IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS by January 31. Add this deadline to your Outlook calendar by clicking here.
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