8331 E Walker Springs Lane - Suite 301
Knoxville, TN 37923
(865) 246-1760

Retirement Plan Platform Tips

This page provides you with vendor specific information.  To access just click on the name of your vendor.

American Funds

          Participant Information

          Plan Sponsor Infomation

Guardian

Hartford

ING

John Hancock

Mass Mutual

         Participant Information

         Plan Sponsor Information

Nationwide

Oppenheimer

Professional Capital Services

Principal

Transamerica

 

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Upcoming events

  • Filing Form 1099-R
    • February 29, 2012
    Deadline for filing Form 1099-R in paper formate with the IRS to report distributions made in the previous calendar year (or by March 31 if filing electronically).
  • Corrective Distributions Deadline
    • March 15, 2012
    Deadline for processing corrective distributions for failed actual deferral percentat/actual contribution percentage (ADP/ACP) tests without incurring 10% excise tax. Note: for non-calendar-plan years, the deadline is 2 1/2 months following the plan...
  • Form 1099-R Electonic Format
    • March 31, 2012
    Deadline for file Form 1099-R in electronic format with the IRS to report distributions made in the previous calendar year.
  • Initial Required Minimum Distributions
    • April 01, 2012

    Deadline for making initial required minimum distributions.

     

  • Plan Sponsor Disclosures
    • April 01, 2012

    For 2012 only, deadline for plan sponsors or other hiring fiduciaries to receive any disclosures required under the new service provider fee disclosure rules, based on current guidance.

    On an on-going basis these disclosures must be provided reasonably...

View full calendar
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