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To get to the mapping information for a field, select the census grid that will be used for the plan from the "Data Entry Grids" page. When you select a census grid to edit/copy, you are brought to the "Edit Data Entry Grid" page. Click "Update and ...
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To edit a grid, click on the “Change” link next to current Census Grid or from the Compliance Menu, hover over Census and select the Create/Edit Grids option. This will open the Compliance Grids pop-up box. From here, select the grid you wish to edi...
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If you are setting up a new plan, the first step on this page is to select the census grid for the participant data that you will be uploading. Click on the “Change” link to select, edit, copy, or change the Current Census Grid. From the drop-down...
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Last Updated: 09/19/2025
in DC Compliance User Guide
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There are three questions related to determining retirement age. Please note that these questions will be determined by the plan document. If “Age only” applies, the system will only look at a participant’s age to determine if normal retirement a...
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The vesting section is where certain vesting related settings can be found, such as vesting service computation method, computation period and vesting exclusions. Additionally, this is where the global option to override prior years of cumulative ye...
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The Eligibility section of Plan Specifications is where the user will set exclusions (such as union, leased employees, nonresident alien, other), indicate whether the eligibility computation period will switch to the plan year, review the age and ...
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The Contribution section of Plan Specifications is where contribution limits will be entered, safe harbor specifications will be selected and allocation requirements for sources and 410(b) corrections will be selected. This is also where the Nonel...
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This section contains the basic information about the plan such as the plan type, plan year begin date, plan year end and original effective date. It also contains the permitted contribution sources and compensation options. For the first plan yea...
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Annual Funding Notice
View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart
DOL Guidance
4/3/2025 Field Assistance Bulletin No. 2025-02
Appendix 1- Secure 2.0 ...