Archives: Events
Calendar of Events
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Last Day to Make a Retroactive SH NEC for the 2023 Plan Year
Last Day to Make a Retroactive SH NEC for the 2023 Plan Year
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, today (December 1, 2023) is the last day to make a retroactive safe harbor non-elective contribution for the 2023 plan year. Add this deadline to your Outlook … Continued
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024
Add this deadline to your Outlook calendar by clicking here.
Send Qualified Default Investment Alternative (QDIA) to Participants
Send Qualified Default Investment Alternative (QDIA) to Participants
Add this deadline to your Outlook calendar by clicking here.
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Send 2022 Summary Annual Report (“SAR”) if you filed a Form 5558
Send 2022 Summary Annual Report (“SAR”) if you filed a Form 5558
Distribute the Summary Annual Report (SAR) to all participants and beneficiaries with a balance in the plan by December 15 if you filed Form 5558 to extend the due date of your Form 5500. Add this deadline to your Outlook calendar by clicking here.
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Remind participants to Withdraw their Required Minimum Distribution
Remind participants to Withdraw their Required Minimum Distribution
Add this deadline to your Outlook calendar by clicking here.
Make Legally Permitted, Optional Amendments to Existing Plans for 2022
Make Legally Permitted, Optional Amendments to Existing Plans for 2022
Add this deadline to your Outlook calendar by clicking here.
Distribute Excess Contributions to all Affected Participants
Distribute Excess Contributions to all Affected Participants
Add this deadline to your Outlook calendar by clicking here.
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New Year’s Day (observed)
Happy New Year! The Program will be closed in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
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Self-Directed Brokerage Account Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed. Add this deadline to your Outlook calendar by clicking here.