You are here: TSM SmartClient Options > Setup Menu > Plans > Plan > Non-Qualified tab
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Plan - Non-Qualified Tab

Use the Non-Qualified tab to define the compensation components used in conjunction with the administration of non-qualified plans only.

How to Access the Non-Qualified Tab

 

The Plan – Non-Qualified tab displays:

 

 

Explanation of Fields

Field Name

Field Description

Required / Optional

Base Compensation

Select this check box if the total compensation includes base compensation. Typically, this is the original base when calculating a non-qualified profit sharing allocation.

Optional

Bonus Compensation

Select this check box if the total compensation includes bonus compensation. This is a second compensation source that may be added to the base compensation when calculating a non-qualified profit sharing allocation.

Optional

Short-Term Incentive

Select this check box if the total compensation includes a short-term incentive.

Optional

Long-Term Incentive

Select this check box if the total compensation includes a long-term incentive.

Optional

Misc Compensation 1

Select this check box if the total compensation includes a miscellaneous compensation.

Optional

Misc Compensation 2

Select this check box if the total compensation includes a second miscellaneous compensation.

Optional

Compensation Deferral

Select this check box if the creditable compensation includes compensation deferral.

Optional

Bonus Deferral

Select this check box if the creditable compensation includes a bonus deferral.

Optional

Short-Term Deferral

Select this check box if the creditable compensation includes a short-term deferral.

Optional

Long-Term Deferral

Select this check box if the creditable compensation includes a long-term deferral.

Optional

401(k) Make Whole

Select this check box if the creditable compensation includes a 401(k) make whole deferral.

Optional

Misc. Deferral 1

Select this check box if the creditable compensation includes a miscellaneous deferral.

Optional

Misc. Deferral 2

Select this check box if the creditable compensation includes a second miscellaneous deferral.

Optional

Legacy

 

 

Edison