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October 2023
File Form 5500 with the DOL
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Find out more »Sole Proprietors & Corportations: File Form 5500 with the DOL
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Find out more »November 2023
December 2023
Last Day to Make a Retroactive SH NEC for the 2023 Plan Year
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 2023, today (December 1, 2023) is the last day to make a retroactive safe harbor non-elective contribution for the 2023 plan year. Add this deadline to your Outlook calendar by clicking here.
Find out more »401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024
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Find out more »Send Qualified Default Investment Alternative (QDIA) to Participants
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Find out more »Send 2022 Summary Annual Report (“SAR”) if you filed a Form 5558
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 of your Form 5500. Add this deadline to your Outlook calendar by clicking here.
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