Archives: Events

Send the 2024 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date).

401(k) Plans: Return completed mid-year census and nondiscrimination testing information for 401(k) plans to the Program by September 30.

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 2025, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2026. If this applies to your plan, the Program … Continued

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 2026, receive the annual notice by December 2. Please refer to the sample notice and information for more details.

Self-directed brokerage account participant statements are distributed.

3rd Quarter account statements are available.

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, 2024.

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.

Sole Proprietors and Corporations: Send 2024 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.