Archives: Events
Calendar of Events
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Send the 2023 Summary Annual Report (“SAR”) to Participants
Send the 2023 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). Add this deadline to your Outlook calendar by clicking here.
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401(k) Plans: Mid-Year Census & Nondiscriminations 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. Add this deadline to your Outlook calendar by clicking here.
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401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2025
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 2024, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2025. If this applies to your plan, the Program … 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 2025, receive the annual notice by December 2. Please refer to the sample notice and information for more details. Add this deadline … Continued
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Self-Directed Brokerage Account (“SDBA”) Participant Statements are Distributed
Self-directed brokerage account participant statements are distributed. Add this deadline to your Outlook calendar by clicking here.
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3rd Quarter Account Statements
3rd Quarter account statements are available. Add this deadline to your Outlook calendar by clicking here.
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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 16, if your firm filed Form 5558 by July 31, 2023. Add this deadline to your Outlook calendar by clicking here.
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 16 if your firm requested a six-month extension of the due date of your firm’s income tax return. Add this deadline to your Outlook calendar by clicking here.
Sole Proprietors & Corporations: Send 2023 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2023 employer contributions for your firm’s plan to the Program by October 16 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. Add this … Continued