Vestwell Census Report for Year-end Testing

Employee census report screenshot

Are you a Patriot Payroll customer with a Vestwell 401(k) plan? If so, it’s almost time for your year-end discrimination testing, which Vestwell will handle. But, you need to make sure Vestwell has the most up-to-date information about each employee. To make things even easier for you, we’ve released our Year End 401(k) Retirement Plan Census report for Vestwell customers. This special report provides you with the most accurate payroll data for Vestwell to use for their tests. Simply download the report, upload it to your Vestwell portal, and kick up your feet—your work is done! 

Please read our help article, “Vestwell 401(k) Plan Sponsors:  How to Prepare for Year-End Discrimination Testing,” for more information.

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