Your cooperative’s 2016 compliance questionnaire and W-2 salary data were due on February 15, 2017. If you have not already done so, please send both items to the benefits compliance team as soon as possible to ensure accurate and timely[…]
457(b) plan participants who are no longer working, reached age 70½ in 2016, and chose to delay their first payment until 2017, must take their initial required minimum distribution (RMD) by April 1. Participants who are required to but do[…]
The tax return deadline for taxable cooperatives is March 15, 2017. If your co-op falls into this category, remember to review your employees’ 2016 401(k) Pension Plan employer contributions and send all needed true-up contributions before March 15. For non-taxable[…]
Today is the deadline to distribute your cooperative’s 2017 Group Benefits Program summary plan description (SPD) and summary of material modifications (SMM) documents to plan participants. If you haven’t already done so, please give these important notices to your employees[…]
As a reminder, two deadlines for Affordable Care Act (ACA) tax reporting for the 2016 tax year occur next week. The deadline to file tax forms with the IRS by mail is next Tuesday, February 28, 2017. The deadline to[…]