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12:00 am

Last Day to Make a Retroactive SH NEC for the 2023 Plan Year

December 1, 2023 @ 12:00 am

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, today (December 1, 2023) is the last day to make a retroactive safe harbor non-elective contribution for the 2023 plan year. Add this deadline to your Outlook … Continued

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401(k) Plan: Notify your Eligible Employees of the Safe Harbor Contributions for 2024

December 1, 2023 @ 12:00 am

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Send Qualified Default Investment Alternative (QDIA) to Participants

December 1, 2023 @ 12:00 am

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