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BENEFIT PLAN DEADLINE (12/31 year end): Prospective amendment to add or remove safe harbor status for 2026 Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2026) 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 … Continued |
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BENEFIT PLAN DEADLINE (12/31 year end): Form 1099-R due to participants who received distribution in 2025. Form W-2 due to report employee’s active participant status for 2025. For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us. |
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