Archives: Events
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RMD sweeps (first week of December)
The Program will automatically sweep any accounts where an RMD is required if paperwork has not yet been received. Participants have until December 31 to take their RMD.
401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2026
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 2024. If this applies to your plan, the Program … Continued
Last Day to Make a Retroactive SH NEC for the 2025 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 2026, today (December 1, 2025) is the last day to make a retroactive safe harbor non-elective contribution for the 2025 plan year.
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 2026, receive the annual notice by December 2. Please refer to the sample notice and information for more details.