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Money Purchase Pension Plans: Send 2021 Contributions for Your Firm’s Plan to the Program
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 the plan year end. A Contribution Confirmation report will be mailed to you on the next business day. Please review it to ensure the … Continued
S-Corporations & Partnerships: Send 2021 employer contributions for your firm’s plan to the Program & file Form 5500 with the DOL
S-Corporations and Partnerships: – Send 2021 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 date and your firm’s tax year is the calendar year. – File Form 5500 electronically with the DOL by today if your firm received an … Continued
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401(k) Plans: Mid-Year Census & Nondiscrimination Testing Information Due
401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.
Send the 2021 Summary Annual Report (SAR) to participants
All Plans: Send the 2021 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).