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