Plan Administrator Calendar
We are pleased to provide you with a month-by-month overview of what you need to do in your role as a Plan Administrator. Review the information provided to stay on top of important action items and deadlines you may need to consider.
For the theme of this year’s calendar, we have chosen monthly healthy habits!
Calendar of Events
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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 2024 must be reported to the Program … Continued
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 … Continued
S-Corporations Partnerships 2024 Employer Contributions Due
S-Corporations and Partnerships: 2023 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, … Continued
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Self-Directed Brokerage Account Participant Statements are distributed
The self-directed brokerage statements will be distributed.
1 20 Journaling Benefits: Why You Should Keep A Journal: DayOne App: March 15, 2023
2 Does PC Cleaning Improve Performance?: McAfee: July 23, 2024
3 8 Benefits of Drinking Water in the Morning, According to MDs: Real Simple: July 14, 2024
4 Doing Something New Is Good for You: Psychology Today: March 18, 2024
5 15 Major Benefits of Walking, According to Experts: Prevention: Oct. 28, 2024
6 5 Ways Slimming Screen Time is Good for your Health: Mayo Clinic Health System: May 29, 2024
7 5 Reasons Why You Should Go To Sleep Early Tonight: Reva University: May 5, 2022
8 10 Brain Reasons To Make Reading a Habit: Medium: Feb. 24, 2023
9 Why Do We Instinctively Stretch When We Wake Up?: One Peloton: Feb. 20, 2024
10 Gratitude, The Benefits & How to Practice It: HelpGuide: Aug. 29, 2024
11 Trying A New Recipe Can Make You More Mindful About What You Eat: Huffpost: Nov. 21, 2019
12 The Need for Social Connection: Why Quality Time with Loved Ones Matters: Medium: April 22, 2024