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Select one of the following Contribution types: |
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| Manual Payroll Contribution | Processing of hardcopy payroll information received from the client. May include participant contributions, loan repayments, and indicative data changes. |
| Electronic Payroll Contribution | Processing of electronic payroll information received from the client. May include participant contributions, loan repayments, and indicative data changes. |
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Rollover Contribution |
Rollover of account balances from an employee’s former retirement plan to the new employer’s plan. |
| Forfeiture Reserves Transfer | Processing of forfeitures from participants’ non-vested balances. These amounts may either be reallocated to other participants or used to offset future employer contributions. |
| ER Contribution Based On EE Comp | Post an Employer contribution when the participant's compensation (salary) is the base. |