Contents of the Manage Deferred Compensation Plans Screen

Use the fields and options to configure the Manage Deferred Compensation Plans screen.

Contents

Field Description
Deferred Compensation Plan

Enter an alphanumeric code to uniquely identify this deferred compensation plan. In the unlabeled field to the right, enter a description to associate with this deferred compensation plan.

Details

Field Description
Financial Institution

Select the appropriate financial institution for this plan. This is the third-party administrator for your plan.

Administrator Plan Code

Enter the plan code assigned by the third-party plan administrator.

Plan Based on Regular Wages Only

Select this check box to indicate that the plan is based on regular wages only. Regular wages refer to wage base that excludes overtime wages.

Subtasks

Subtask Description
Plan Tax Information Select this link to open the Plan Tax Information subtask for the current record.