IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end):

Prospective amendment to add or remove safe harbor status for 2024 

Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2024) 

Required minimum distribution date under IRC 401(a)(9) 

Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.