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Money Purchase Pension Plans: Send 2023 Contributions for your Firm’s Plan to the Program

September 15

Money Purchase Pension Plans: Send 2021 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 … Continued

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S-Corporations & Partnerships: Send 2023 Employer Contributions for your Firm’s Plan to the Program & File Form 5500 with the DOL

September 15

S-Corporations and Partnerships: –          Send 2023 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 … Continued

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