New Retirement Plan Profile Build Questions for Client

Plan Questions

Plan ID

Max Percent Employee Can Contribute

Deduction Types Under

PlanEarnings NOT Included in Plan Wages 

Match Calculation

Is Employer Match Calculated on Wages Different from Employee Calculation?  

Should Employer Contribution Continue to Limit if Employee Limit is Reached First? 

Can Employer Contribution Exceed Employee Contribution?

Apply Annual Compensation Limit on Employer Contribution?  

Should Employee Contribution Limit Auto Increase at Age 50?

Auto Increase as Roth for High Earners? 

Eligibility To Contribute

Is there Auto Enroll? (If so, when?)

 

Retirement Plan Build Questions.xlsx