Archives: Events
Calendar of Events
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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.
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Program’s Annual Census Offer to Provide Nondiscrimination Testing and/or Calculation Contributions
For plans with a plan year end of 12/31, a communication will be distributed asking if assistance is needed for contribution calculation and/or nondiscrimination test for the 2023 plan year. Add this deadline to your Outlook calendar by clicking here.
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Annual Account Statements Available
Annual Account Statements are available. Add this deadline to your Outlook calendar by clicking here.
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Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day. Add this deadline to your Outlook calendar by clicking here.
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IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2023. Add this deadline to your Outlook calendar by clicking here.
IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS by January 31. Add this deadline to your Outlook calendar by clicking here.