{"id":57145,"date":"2022-09-01T15:19:34","date_gmt":"2022-09-01T19:19:34","guid":{"rendered":"https:\/\/www.patriotsoftware.com\/?page_id=57145"},"modified":"2022-09-01T15:34:35","modified_gmt":"2022-09-01T19:34:35","slug":"retirement-plan-integrations","status":"publish","type":"page","link":"https:\/\/www.patriotsoftware.com\/payroll\/training\/help\/retirement-plan-integrations\/","title":{"rendered":"Retirement Plan Integrations"},"content":{"rendered":"\n
\n
\n Employee Census for Vestwell 401(k) Plan Onboarding<\/a>
As a new Vestwell 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n Vestwell 401(k) Plan Deductions and Contributions<\/a>
Vestwell 401(k) customers will have pre-created deductions and contributions set up in your Patriot account. Patriot will automatically keep these updated for you.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n Non-safe Harbor Vestwell Plans: How to Enter Your Company Match Formula<\/a>
If you have a Vestwell 401(k) plan that is not a safe harbor plan, you have the option to give an employer match. Here\u2019s how to enter your company match formula in Patriot.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n Running a Payroll with a Vestwell 401(k) Plan<\/a>
As a Vestwell 401(k) customer, Patriot will send your payroll data to Vestwell each time you run a payroll. Take a look at how that process works here.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n Voiding a Paycheck With a Vestwell 401(k) Plan<\/a>
If you have a Vestwell 401(k) plan and need to void paychecks, here is some important information to see if you need to take additional action.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n Special Payroll and 401(k) Deductions<\/a>
If you\u2019re unsure whether you can skip a 401(k) deduction from a payroll, here is some guidance for Vestwell customers.
\n Learn More<\/a>\n<\/div>\n<\/div>\n\n\n\n
\n
\n How to Set up a 401(k) Loan Repayment Deduction<\/a>
If you have an employee who has taken out a loan from their 401(k) account, find how to set up a deduction to pay back the loan here.
\n Learn More<\/a>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Employee Census for Vestwell 401(k) Plan OnboardingAs a new Vestwell 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform. Learn More Vestwell 401(k) Plan Deductions and ContributionsVestwell 401(k) customers will have pre-created deductions and contributions set up in your Patriot account. Patriot will automatically […]<\/p>\n","protected":false},"author":31,"featured_media":0,"parent":262,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-training-help-template.php","meta":[],"acf":[],"yoast_head":"\nRetirement Plan Integrations<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.patriotsoftware.com\/payroll\/training\/help\/retirement-plan-integrations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retirement Plan Integrations\" \/>\n<meta property=\"og:description\" content=\"Employee Census for Vestwell 401(k) Plan OnboardingAs a new Vestwell 401(k) plan sponsor, you can use our Employee Census report to easily upload your employee information into the Vestwell platform. Learn More Vestwell 401(k) Plan Deductions and ContributionsVestwell 401(k) customers will have pre-created deductions and contributions set up in your Patriot account. 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Learn More Vestwell 401(k) Plan Deductions and ContributionsVestwell 401(k) customers will have pre-created deductions and contributions set up in your Patriot account. 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