Managing our plan
Managing our plan
72 articles
- Types of administrator roles and permissions for your 401(k) plan
- Who can be a trustee for a Gusto 401(k) plan?
- How to help Gusto Retirement share important plan notices with participants
- How sponsors can prepare for the close of this plan year and start of the new year
- How to add an administrator or collaborator to help manage your 401(k) plan
- How to add an owner to your 401(k) employee roster
- How to remove a plan administrator or collaborator
- How to find your administrator access level
- Understanding your role as a fiduciary
- How can I be removed as an administrator, collaborator, trustee, or primary benefit administrator?
- FAQ about how to change the 401(k) plan trustee and the Trustee Change Packet
- Insurance and ERISA bonding
- How to add, edit, or remove a bank account or credit card
- Invoicing and billing for Gusto 401(k) plan sponsors
- How to update your company name, EIN, address, or entity type in your Gusto Retirement account
- How to verify your bank account using micro-deposits
- What to do if your plan has a bank failure
- How to resolve payment issues with your bank using Gusto's allowlist ACH IDs
- How ACH payroll failures may result in withdrawal amount discrepancies when recollected
- How to change your email address as a plan administrator
- 401(k) payroll integration options
- How our 401(k) and payroll connection works
- How to submit a payroll change request
- How to review past payroll contribution collections
- I ran my first payroll after the plan’s start date and don’t see contributions on my employees’ pay stubs. What should I do?
- How to report employee compensation for your 401(k) plan each year
- What is considered employee compensation for your 401(k) plan?
- How to add new employees to your 401(k) roster
- How can I remove an employee from our Gusto 401(k) roster?
- How can I fix incorrect employee information on my 401(k) roster?
- Why are employee email addresses missing from my 401(k) roster?
- How do I update the status of a dismissed employee?
- Why are hourly employees' compensation amounts incorrect in Gusto 401(k)?
- Why do I need to maintain dismissed employees' contact information on my roster?
- What should I do when an employee passes away?
- How to locate a participant who no longer works for the company
- How sponsors can diagnose and correct contribution errors
- What is a mistake of fact in 401(k) plans?
- Why year-end plan adjustments may occur in a Gusto 401(k)
- What is a missed deferral opportunity and how is it corrected?
- What is plan cash and why does it appear on my contribution report?
- Can I make changes to contribution amounts after payroll has been processed?
- What is a self-service 401(k) plan?
- How to upload payroll reports for contributions on a self-service plan
- How to fix common errors when uploading your self-service payroll report
- How to correct payroll report errors after upload or processing for self-service plans
- How to start or stop employee 401(k) loan payments for self-service plans
- When can I terminate my 401(k) plan?
- What are the steps to terminate a Gusto 401(k) plan?
- I submitted a request to terminate or transfer my plan, why am I seeing 401(k) deductions in my payroll system?
- What's the difference between transferring out of Gusto 401(k) and an external merger?
- Why are there corrections for a terminating or transferring plan?
- How billing works for a 401(k) plan transferring out of Gusto or terminating?
- What is a partial plan termination and how could it affect my plan?
- Partial plan termination worksheet
- When will participants be notified of the plan termination?
- What is short-year compliance testing and compensation collection for a terminating plan?
- What actions should my plan’s participants take during a plan termination?
- Can I still make administrator changes if I've requested a termination or transfer?
- What are the different ways to discontinue a Gusto 401(k) plan?
- How do I complete the transfer-out packet for my company's plan?
- What are the steps to transfer or merge your Gusto 401(k) plan to another provider?
- How residual dividends are handled post asset-transfer
- What happens if my company merges with another company that also has a Guideline 401(k) plan?
- What does a company acquisition mean for a Gusto 401(k) plan?
- When does Gusto 401(k) stop collecting contributions for my terminating or transferring plan?
- Understanding the DOL's Abandoned Plan Program