Hello {First Name},
As 2024 begins, we would like to take this opportunity to wish you a Happy New Year and thank you for placing your trust in TRA! We value our relationship with you and look forward to providing service to you in the coming year and beyond.
During 2023, we achieved some notable successes:
- We expanded and realigned our Client Services team to better serve our clients.
- TRA has been combing through the SECURE 2.0 changes and bringing updates to you. To learn more please click on the links below to view a recorded webinar on each topic:
- Invested in a communication management system which will enable us to track and respond to emails and calls timely and efficiently.
- We continued to invest in our Cyber Security initiatives.
Looking ahead, we are focused on providing the support, service, and resources you need for your retirement plan.
As part of our commitment, we have included important Plan Administration dates that may impact your retirement plan. Each date has a description along with a clickable “add to calendar” option. By simply clicking on this option the event will be added to your calendar with a 14-day reminder.
We understand that you are busy focusing on the success of your company and want to assist you with recognizing these important dates for your retirement plan.
We look forward to a successful 2024 working together!
| Compliance and Reporting Deadlines | Date | Link To Add To Calendar |
|---|---|---|
| Deadline for corrective distributions for failed testing | 03/15/2024 | Add To Calendar |
| Deadline for filing tax returns & contribution deadline without extension | 04/15/2024 | Add To Calendar |
| Deadline for filing Form 5500 without extension | 07/31/2024 | Add To Calendar |
| Contribution deadline for deductibility | 09/16/2024 | Add To Calendar |
| Extended deadline for filing form 5500 | 10/15/2024 | Add To Calendar |
You can change the duration of the reminder in your calendar/event settings.
The compliance and reporting deadline dates are based on a 12/31 plan year end.
Explore our 3(16) Fiduciary service Offerings! No time like the present to check out our service models, as TRA now offers two service models to better meet the needs of our clients. Click here to learn more!
Sincerely,
