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Recordkeeping Requirements

 
 

For each participant, you should be able to provide the following information to your administrator:

  • date of birth
  • date of hire
  • hours of service for each year of employment based on plan year
  • any break in service, termination of employment, suspension, layoff and rehire, change of position or status, and re-employment dates, if any
  • employee contributions on a pre-tax and after-tax basis for each year of participation
  • allocation of assets to the proper investment vehicle
  • salary of each year of employment based on the plan year
  • Social Security wage base for each plan year
  • employer matching contribution, if any
  • marital status of employee
  • completed beneficiary designation
  • employee category or location, if it affects determination of a benefit
 
 
 
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