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 seasonal, monthly flowers!
Calendar of Events
S Sun
M Mon
T Tue
W Wed
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F Fri
S Sat
3 events,
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