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January 2023

Martin Luther King, Jr. Day

January 16, 2023 @ 12:00 am
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IRS Form 1099-R Mailed

January 31, 2023 @ 12:00 am
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February 2023

401(k) Plans and Corporations: Return the Employee Census to the Program

February 10, 2023 @ 12:00 am

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President’s Day

February 20, 2023 @ 12:00 am
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IRS Form 1099-R sent to IRS

February 28, 2023 @ 12:00 am
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March 2023

401(k) Plans: Submit the Corrective Measures for Contribution Form

March 15, 2023 @ 12:00 am

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S-Corporations & Partnerships: 2022 Employer Contributions Due

March 15, 2023 @ 12:00 am

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April 2023

Self-Directed Brokerage Account Participant Statements are distributed

April 7, 2023 @ 12:00 am
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Good Friday

April 7, 2023 @ 12:00 am
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401(k) Plans: Participant Distributions of Excess Salary Defferrals and Earnings

April 14, 2023 @ 12:00 am

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