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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).
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401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2023
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 2023, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2023. If this applies to your plan, the … Continued
Send Qualified Default Investment Alternative (“QDIA”) to participants
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.
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Self-Directed Brokerage Account Participant Statements are distributed
Self-directed brokerage account participant statements are distributed.
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File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2022.
Sole Proprietors & Corporations: Send 2021 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2021 employer contributions for your firm’s plan to the Program by October 15 if you filed for an extension of your income tax return due date with the IRS. A Contribution Confirmation report will be mailed to you on the next business day following receipt of contributions.
Sole Proprietors & Corporations: File Form 5500 with the DOL
Sole Proprietors and Corporations: Form 5500 is due to be filed electronically with the DOL by October 15 if your firm requested a six-month extension of the due date of your firm’s income tax return.