Events
Calendar of Events
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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 2023, you have from … Continued
Last Day to Make a Retroactive SH NEC for the 2024 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 2025, today (December … 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 … Continued
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Send 2023 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 … Continued
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Christmas Eve
The Program will be closed in the afternoon in observance of the holiday. Add this deadline to your Outlook calendar by clicking here.
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Distribute Excess Contributions to all Affected Participants
All plans: any 2023 excess contributions must be distributed to all affected participants to avoid a disqualifying event. (Corrective measures rules can be complex; see the instructions attached to the Corrective … Continued
Make Legally Permitted, Optional Amendments to Existing Plans for 2023
All plans: Make legally permitted, optional amendments to an existing plan for 2023 by today. These changes must be adopted by the last day of the plan year in which … Continued
Remind participants to Withdraw their Required Minimum Distribution
All plans: Remind participants who are age 73 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the … Continued