Source Codes

The Work with Sources/Inv Accounts page should automatically populate sources based on the choices selected in Plan Specs > General Features > Contribution Sources. If the page is blank or missing sources click the Add Default Sources link, this should populate the appropriate sources. 

If you are attempting to add a default source and it does not appear when clicking the link, check your plan specifications; e.g. if the plan has a safe harbor match and you don't see that source, even after clicking the Add Default Sources link, check the Contribution section of Plan Specifications to verify that the plan is coded as safe harbor match. 

Note, if there's a funded source that is not current, e.g. the plan used to be safe harbor nonelective but has switched to safe harbor match, you may have to temporarily code the plan as safe harbor nonelective and click the Add Default Sources link which will populate the NONELECSH source.

Try to avoid adding sources manually as these sources do not allow contributions. In rare circumstances you may have to do this, e.g. an old Money Purchase source.

Below are the SourceIDs used by the Compliance Module: