Why are some of my employees ineligible?

When an employee is deemed ineligible on your saveday roster, it is usually because they do not meet the length of service or minimum age requirements specified by your plan. These requirements are put in place to ensure compliance and alignment with IRS retirement plan regulations.

If you believe that an employee meets the eligibility criteria but is marked as ineligible, we recommend reviewing and updating their hire date, compensation details, and/or birth date in your payroll system. Ensuring accurate information in your payroll system helps us accurately determine eligibility and provide the best possible experience for you and your employees.