FAQ 312: Reports--Valuation report not showing deferral and match information


I printed Reports-Valuation-401(k) Summary of Major Plan Provisions and it does not show the deferral and matching provisions. What do I need to print out for these formulas to show on the spec page of the report.


Go to Benefit Limits (BENLIMIT) screen in the general plan specs. Under the 404 Limits section make sure that the Plan Type field is set to "3-Thrift or 401(k)" rather than "1-Profit Sharing".