Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

December 2022

Send Qualified Default Investment Alternative (“QDIA”) to participants

December 2, 2022
|Recurring Event (See all)

One event on December 2, 2022 at 12:00 am

All Plans: If you have elected a Qualified Default Investment Alternative (QDIA) for your plan, it is required that all participants and beneficiaries on whose behalf an investment in a QDIA may be made in 2023, receive the annual notice by December 2. Please refer to the sample notice and information for more details.  

Find out more »

Christmas (observed)

December 26, 2022

The Program will be closed in observance of the holiday.

Find out more »

Make legally permitted, optional amendments to existing plans for 2021

December 31, 2022

All plans: Make legally permitted, optional amendments to an existing plan for 2021 by today. These changes must be adopted by the last day of the plan year in which the change becomes effective. (If the change eliminates a right or reduces future benefits, it must be adopted in advance of the effective date and, in the case of money purchase and target benefit plan accounts, 45 days advance notice must be given to participants.)

Find out more »

Distribute excess contributions to all affected participants

December 31, 2022

All plans: any 2021 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the Corrective Measures for Contributions Form for more information.)

Find out more »

Remind participants to withdraw their Required Minimum Distribution

December 31, 2022

All plans: Remind participants who are age 72 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the regulations (i.e., they are no longer employed by your firm or they were 5% or more owners* in the year they attained age 72). The Program also sends reminders to affected participants. Although the Program will be facilitating the automatic payment of most RMDs, there may be some participants who…

Find out more »

January 2023

New Year’s Day

January 1, 2023 @ 12:00 am
Find out more »

New Year’s Day (observed)

January 2, 2023

Happy New Year!  The Program will be closed in observance of the holiday.

Find out more »

Self-Directed Brokerage Account Participant Statements

January 6, 2023 @ 12:00 am
Find out more »

Program’s annual census offer to provide nondiscrinimation testing and/or calculation contributions

January 9, 2023 @ 12:00 am
Find out more »

Annual Acccount Statements

January 13, 2023 @ 12:00 am
Find out more »
+ Export Events

Contact Us