Instructions for Correctly Filling out the Census Information

Ensuring the accuracy of your plan administration begins with the collection of accurate data.  We have provided the following instructions to assist you.  Please take a few minutes to review the following:    
    

1. Please provide complete information for all employees who worked for you during the plan year, including those who were employed on a part-time basis or who terminated during the year.  Please include all employees of any entity that you may have acquired during the year.  Also, provide information on all employees of the Controlled Group or Affiliated Service Group. 
    
2. Please review the preloaded information for accuracy, change anything that is incorrect, and add any missing information.  Please try to complete all columns as thoroughly as possible.
    
3. For those employees who have been rehired, please be sure to indicate their rehire date in the appropriate column.
    
4. If your firm employs union, leased, non-resident aliens or independent contractor employees, please indicate it on the census under Employee Type.
    
5. If your Plan excludes participants on the basis of job classification or if profit sharing contributions vary in accordance with their job classification, please indicate the appropriate job classification.  Please refer to your plan document and use the same “job classification” titles.

Please contact Cash Balance Actuaries, LLC if you have questions regarding any of the requested information.