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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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
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Self-Directed Brokerage Account Participant Statements
The Self-Directed Brokerage Account Participant Statements are distributed.
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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 2024 plan year.
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IRS Form 1099-R Mailed and Available Online
The IRS Form 1099-R is mailed to all participants who received distributions in 2024 and are available online.
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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