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July 2023

File Form 5500, Form 5500EZ, or Form 5558

July 31, 2023 @ 12:00 am

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September 2023

Labor Day

September 4, 2023 @ 12:00 am
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Money Purchase Pension Plans: Send 2022 Contributions for your Firm’s Plan to the Program

September 15, 2023 @ 12:00 am

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S-Corporations & Partnerships: Send 2022 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL

September 15, 2023 @ 12:00 am

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401(k) Plans: Mid-Year Census & Nondiscriminations Testing Information Due

September 30, 2023 @ 12:00 am

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Send the 2022 Summary Annual Report (“SAR”) to Participants

September 30, 2023 @ 12:00 am

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October 2023

401(k) Plan: Notify your Eligible Employess of the Safe Harbor Contributions for 2024

October 3, 2023 @ 12:00 am
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Send Qualified Default Investment Alternative (“QDIA”) to Participants

October 3, 2023 @ 12:00 am
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Self-Directed Brokerage Account (“SDBA”) Participant Statements are Distributed

October 6, 2023 @ 12:00 am
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3rd Quarter Account Statements

October 13, 2023 @ 12:00 am
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