Employee Info

Article Contents

• Overview
• How to Enter Data
• FAQ

Overview

The employee info module on the 401k In A Box portal allows you to enter in employee data that is important to the plan. It allows you to enter in name, DOB, SSN, date of hire, and other employee information. We need this information about each employee of the plan in order to see if the employee qualifies to participate in the plan, and in order to complete our compliance testing for your plan each year. 

How to Enter Data

1. Login to the website www.401kinabox.com
2. Navigate to the "Employee Info" module
3. Select "+ New Employee"
4. Enter in the name
5. Enter in the DOB
6. Enter in the SSN
7. Select the "Save" button

FAQ

• I have employees – do I need to enter myself as owner?
  • All plan participants should be entered on the Employees Module.
• I am an only owner with no employees- do I need to enter my information?
  • Yes, as an owner, you are considered an employee as well and will need to enter in your information. 
• I entered in my name but it is still showing as incomplete.
  • Please make sure you enter in your name, DOB, SSN, and date of hire. 
• How do I enter in my SSN?
  • Select "Edit SSN", you will receive a code in your email, enter in the code, then click on your name to edit your SSN.
• I have employee that are not eligable for the plan. Do I still need to enter them in?
  • Yes, all employees need to be entered into the plan regardless of their eligibility status. 
• I need to remove an employee- how do I do that?
  • Please contact support@401kinabox.com.