Archives: Events
Calendar of Events
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Send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM)
All Plans: If there was a change to your firm’s plan during 2019, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/07282020_all_send_ppts_revised_spd.ics
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File form 5500, form 5500EZ or form 5558
All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you must file Form 5558 with the IRS and mail it by today, as it must be postmarked no later than July 31, 2020. To add … Continued
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Learn & Give Webinars- Investment Concepts Simplified
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not … Continued
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Learn & Give Webinars – Designing Your Retirement Plan Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not … Continued
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Learn & Give Webinars- Foundations of Financial Wellness
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not … Continued
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Learn & Give Webinars – Steps to a Social Security Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not … Continued