IN CASE YOU MISSED IT!
In case you missed the Year-End Census Review webinar, you can access the replay using the button below. If you’re interested in viewing our Q&A sheet, you can access it here.
In this webinar, we walk you through the updated process for submitting census data and completing the annual questionnaire. We cover the initial data review and provide guidance on what types of errors can occur and how to correct them.
Below you will also find a list of key dates for your year-end compliance processes.
We appreciate your attention to these important deadlines and look forward to supporting you through the compliance testing process
Key Dates:
- January 31, 2025: Deadline for submitting census data and questionnaires to guarantee non-Safe Harbor plan testing completion by March 17.
- Priority testing for plans that failed nondiscrimination testing in prior years and Safe Harbor plans making discretionary contributions by March 17 or April 15 corporate tax filing deadlines not on extension.
- Second quarter 2025: Testing for Safe Harbor and EACA plans.
- January 13, 2025: You should have received an email from [email protected] with detailed instructions on census submission.