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January 1970
October 2019
November 2019
December 2019
Christmas Eve
The Program will be closed for a half day in observance of the holiday.
Find out more »Christmas
The Program will be closed in observance of the holiday.
Find out more »January 2020
New Year’s Day
Happy New Year! The Program will be closed in observance of the holiday.
Find out more »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 2019 plan year.
Find out more »Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day.
Find out more »IRS Form 1099-R mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2019.
Find out more »February 2020
401(k) Plans & Corporations: Return the Employee Contribution Census to the Program
If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after receiving it via email from the Program. If you have not previously provided the Program with a participant’s termination or rehire date, or your newly eligible employees, use the census to do so. Census Materials: What Are They Used For? The census materials help the Program gather information it needs…
Find out more »President’s Day
The Program will be closed in observance of the holiday.
Find out more »March 2020
401(k) Plans: Submit the Corrective Measures for Contribution Form
401(k) Plans: Any excess contributions and excess aggregate contributions which resulted from a failure of the annual nondiscrimination tests must be distributed by March 15, or your firm will incur a 10% excise tax on the amount of the excess contributions and excess aggregate contributions which were not timely distributed. If your firm’s plan fails the nondiscrimination tests and needs to distribute excess salary deferral contributions to affected participants, you will need to submit the Corrective Measures for Contributions Form to…
Find out more »S-Corporations & Partnerships: 2019 Employer Contributions Due
S-Corporations and Partnerships: 2019 employer contributions for your firm’s plan should be sent to the Program by March 15. If your firm extends its income tax return due date by six months, you will have until September 16 (this statement assumes your corporation’s tax year is a calendar year). Remember that you may have assets in your plan’s forfeiture reserve account that either may be used to offset your contribution or can be reallocated to eligible participants, depending on your…
Find out more »April 2020
Required Minimum Distributions Must be Made
All plans: Required minimum distributions for 2019 must be made for participants who attained age 70½ in 2019. Participants who attained age 70½ in 2019 and who are no longer employed by the firm will be required to receive their first distribution (for 2019) by April 1, 20120 and their distribution for 2020 by December 31, 2020. If the RMD is not made in a timely manner, the participant may be liable for a 50% excise tax. Each participant who…
Find out more »Good Friday
The Program will be closed in observance of the holiday.
Find out more »401(k) Plans: Participant Distributions of Excess Salary Deferrals and Earnings
401(k) Plans: Necessary participant distributions of excess salary deferrals and their earnings as a result of exceeding salary deferral limits through the end of 2019 must be reported to the Program and paid to the participants by April 15. You will need to submit the Corrective Measures for Contributions Form to do so. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/04152020_401k_corrective_measures.ics
Find out more »Sole Proprietors and Corporations: 2019 Employer Contributions Due
Sole Proprietors and Corporations: 2019 employer contributions for your firm’s plan should be sent to the Program by April 16. If your firm receives an extension of its income tax return due date, you will have until October 17. Remember that you may have assets in your plan’s forfeiture reserve account that either may be used to offset your contribution or can be reallocated to eligible participants, depending on your election in the plan’s Adoption Agreement. A Contribution Confirmation Report…
Find out more »May 2020
Memorial Day
The Program will be closed in observance of the holiday.
Find out more »June 2020
Form 5500 Filing Notifications to Be Sent by 6/15
Form 5500: What You Need to Know* The Department of Labor (DOL) requires that Form 5500 be filed electronically. For all Program plan sponsors, the Program coordinates this process by offering a Web-based system called eFile. eFile connects plan sponsors to EFAST2, the DOL’s website for receiving Form 5500 submissions. eFile allows the Program to prepare and store your signature-ready Form 5500 for you to access, review and file directly with the DOL. The Program will publish your Form 5500…
Find out more »401(k) Plans: Submit the Corrective Measures for Contribution Form
401(k) Plans: Plans with an eligible automatic contribution arrangement (an “EACA”) must distribute excess contributions and excess aggregate contributions by June 30 to participants, or those firms will incur a 10% excise tax on the amount of the excess contribution and excess aggregate contribution which were not timely distributed. For more information on auto-enrollment features, please refer to the flyer in the Plan Design Options. Notify the Program of any necessary refunds by submitting the Corrective Measures for Contributions Form…
Find out more »July 2020
Independence Day Observed
The Program will be closed in observance of the holiday.
Find out more »Send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM)
All Plans: If there was a change to your firm’s plan during 2019, send participants a revised Summary Plan Description (SPD) or Summary of Material Modifications (SMM) by July 28. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/07282020_all_send_ppts_revised_spd.ics
Find out more »File form 5500, form 5500EZ or form 5558
All Plans: File Form 5500 electronically with the DOL by July 31 unless your firm extended its income tax return due date. Otherwise, to extend your Form 5500 filing, you must file Form 5558 with the IRS and mail it by today, as it must be postmarked no later than July 31, 2020. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/07312020_all_file_form_5500.ics
Find out more »August 2020
Learn & Give Webinars- Investment Concepts Simplified
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…
Find out more »Learn & Give Webinars – Designing Your Retirement Plan Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…
Find out more »Learn & Give Webinars- Foundations of Financial Wellness
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…
Find out more »Learn & Give Webinars – Steps to a Social Security Strategy
Join Program Representatives for educational webinars on a variety of topics every Thursday in August. We will offer two sessions each week at 12pm ET and 3pm ET. As an added bonus, the Program will donate $25 to Feeding America for every firm* who has an attendee. Register Now! Can’t make a live webcast? Not to worry! Register anyway and we can send you a link to the recorded session. Also, we offer a number of short videos at abaretirement/programlearn.…
Find out more »September 2020
Labor Day
The Program will be closed in observance of the holiday.
Find out more »Money Purchase Pension Plans: Send 2019 contributions for your firm’s plan to the Program
Money Purchase Pension Plans: Send 2019 contributions if you have not already done so. In order to meet the minimum funding standards, contributions must be made by 8 ½ months after the plan year end. A Contribution Confirmation report will be mailed to you on the next business day. Please review it to ensure the contribution was credited to the correct plan year. File Form 5500 electronically with the DOL by today if your firm received an extension of the…
Find out more »S-Corporations & Partnerships: Send 2019 employer contributions for your firm’s plan to the Program & file Form 5500 with the DOL
S-Corporations and Partnerships: - Send 2019 employer contributions for your firm’s plan to the Program by September 15 if you received an extension of your firm’s income tax return due date and your firm’s tax year is the calendar year. - File Form 5500 electronically with the DOL by today if your firm received an extension of the due date of your firm’s income tax return. You will have until October 15 if you filed Form 5558 by July 31,…
Find out more »401(k) Plans: Mid-Year Census & Nondiscrimination 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. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/09302020_401k_midyear_census.ics
Find out more »Send the 2019 Summary Annual Report (SAR) to participants
All Plans: Send the 2019 Summary Annual Report (SAR) to participants by September 30 (unless the due date for your Form 5500 is extended to a later date). To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/09302020_all_send_sar.ics
Find out more »October 2020
401(k) Plan: Notify your eligible employees of the safe harbor contributions for 2021
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 2021, you have from October 3 until December 2 to notify your eligible employees of the safe harbor contributions for 2021. If this applies to your plan, the Program will provide you with a sample participant safe harbor notice. Please review the sample notices and instructions for additional information. To add this deadline…
Find out more »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 2021, receive the annual notice by December 2. Please refer to the sample notice and information for more details. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/12022020_all_qdia.ics
Find out more »File Form 5500 with the DOL
All Plans: Form 5500 is due to be filed electronically with the DOL by October 15, if your firm filed Form 5558 by July 31, 2020. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_all_iffiled5558_thenfile5500.ics
Find out more »Sole Proprietors & Corporations: Send 2019 Employer Contributions to the Program
Sole Proprietors and Corporations: Send 2019 employer contributions for your firm’s plan to the Program by October 15 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. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_csp_send_er_contribs.ics
Find out more »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 15 if your firm requested a six-month extension of the due date of your firm’s income tax return. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/10152020_csp_send_er_contribs.ics
Find out more »November 2020
S-Corporations & Partnerships: Send the 2019 Summary Annual Report
S-Corporations and Partnerships: Send the 2019 Summary Annual Report (SAR) to defined contribution plan participants by November 15 if your firm filed for an extension of the due date for its income tax return and did not file a Form 5558. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/11152020_scorp_prtn_sar.ics
Find out more »Thanksgiving
The Program will be closed in observance of the holiday.
Find out more »Post Thanksgiving Day
The Program will be closed for the afternoon in observance of the holiday.
Find out more »December 2020
Send the 2019 Summary Annual Report
All Plans: If you received an extension of the Form 5500 due date by filing Form 5558, send the 2019 Summary Annual Report (SAR) to defined contribution plan participants by December 15. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/12152020_all_plans_exten_sar.ics
Find out more »Send the 2020 Summary Annual Report
All Plans: If you received an extension of the Form 5500 due date by filing Form 5558, send the 2020 Summary Annual Report (SAR) to defined contribution plan participants by December 15. To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2021/12152021_all_plans_exten_sar.ics
Find out more »Christmas Eve
The Program will be closed in the afternoon in observance of the holiday.
Find out more »Christmas
The Program will be closed in observance of the holiday.
Find out more »Make legally permitted, optional amendments to existing plans for 2020
All plans: Make legally permitted, optional amendments to an existing plan for 2020 by today. These changes must be adopted by the last day of the plan year in which the change becomes effective. (If the change eliminates a right or reduces future benefits, it must be adopted in advance of the effective date and, in the case of money purchase and target benefit plan accounts, 45 days advance notice must be given to participants.) To add this…
Find out more »Distribute excess contributions to all affected participants
All plans: any 2019 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 Measures for Contributions Form for more information.) To add this deadline to your Outlook calendar just click this link and save the meeting reminder: https://voyadelivers.com/aba/ics/2020/12312020_allplans_excesscontribs.ics
Find out more »Remind participants to withdraw their Required Minimum Distribution
All plans: Remind participants who are age 71 or older that they may need to withdraw their required minimum distribution (RMD) by December 31 if they are subject to the regulations (i.e., they are no longer employed by your firm or they were 5% or more owners* in the year they attained age 70½). The Program also sends reminders to affected participants. Although the Program will be facilitating the automatic payment of most RMDs, there may be some participants who…
Find out more »January 2021
New Year’s Day
Happy New Year! The Program will be closed in observance of the holiday.
Find out more »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 2020 plan year.
Find out more »Self-Directed Brokerage Account Participant Statements are distributed
The Self-Directed Brokerage Account Participant Statements are distributed.
Find out more »Annual Account Statements
Annual Account Statements are available.
Find out more »Martin Luther King, Jr. Day
The Program will be closed in observance of Martin Luther King, Jr. Day.
Find out more »IRS Form 1099-R Mailed
The IRS Form 1099-R is mailed to all participants who received distributions in 2020.
Find out more »February 2021
401(k) Plans & Corporations: Return the Employee Contribution Census to the Program
If you sponsor a 401(k) plan and/or your firm is a corporation: Return the Employee Contribution Census to the Program. Check, correct and complete the Employee and Contribution Census after receiving it via email from the Program. If you have not previously provided the Program with a participant’s termination or rehire date, or your newly eligible employees, use the census to do so. Census Materials: What Are They Used For? The census materials help the Program gather information it needs…
Find out more »President’s Day
President's Day is observed and the Program will be closed in observance of this holiday.
Find out more »IRS Form 1099-R sent to IRS
The IRS Form 1099-R is sent to the IRS.
Find out more »