Archives: Events

Money Purchase Pension Plans: Send 2021 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months after … Continued

S-Corporations and Partnerships: –          Send 2023 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due … Continued

Send the 2023 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). Add this deadline to … Continued

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30. Add this deadline to your Outlook calendar by clicking here.

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 2024, you have from … Continued

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 … Continued

Self-directed brokerage account participant statements are distributed.   Add this deadline to your Outlook calendar by clicking here.

3rd Quarter account statements are available.   Add this deadline to your Outlook calendar by clicking here.

All Plans: Form 5500 is due to be filed electronically with the DOL by October 16, if your firm filed Form 5558 by July 31, 2023.   Add this deadline … Continued

Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 16 if your firm requested a six-month extension of the due date of … Continued