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S-Corporations & Partnerships: Send the 2021 Summary Annual Report
S-Corporations and Partnerships: Send the 2021 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for its income tax return and did not file a Form 5558.
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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.