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Martin Luther King, Jr. Day

In observance of Martin Luther King, Jr. Day, the Savings Plus Solutions Center and New York Stock Exchange will be closed on Monday, January 17. Transactions received after 1 p.m. PT on Friday, January 14 will be effective on Tuesday, January 18. The Savings Plus Solutions Center will reopen Tuesday, January 18 at 5 a.m. PT.

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1099-R Information

All Form 1099-Rs will be mailed out by January 31. You may view your Form 1099-R by logging into your account on savingsplusnow.com as soon as February 1. If you did not take a tax reportable rollover or distribution from any of your Savings Plus accounts last year, you will not receive a Form 1099-R from Savings Plus. All tax information regarding your account contributions is generally found in box 12 on your Form W-2.

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