BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2025 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year. 2025 Supplemental Notice for Safe Harbor plan that issued Contingent Notice … Continued
Events
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Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits. In this workshop, Jonathan D. Moll, (Director of Accounting and Auditing at Belfint, Lyons, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets … Continued |
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Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm - 2:15pm! AICPA & CIMA Employee Benefit Plans Conference December 4, 2025 Chris's session: You Have an ERROR Now What? - Understanding the Impact of 401K Corrections |
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3 events,BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us. Final extended filing deadline for individuals who requested a discretionary 2-month extension by 10/15 For additional information on these deadlines or our international services, please click here to contact us. For calendar year corporations, deposit the fourth installment of estimated income tax for 2025. A worksheet, Form 1120-W, is available to help estimate taxes for the year. For additional information on these deadlines or our tax services, please click here to contact us. |
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Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned. … Continued |
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1 event,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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