Identifying participants in a pension plan

Identify participants in an employer paid pension plan if you want pension plan information to appear on an employee's W-2 form. Use this procedure if an employee does not have the following deductions:

• 401(k)

• 7701(j)

• 403(b)

• SIMPLE retirement account

• 408(k)(6)

If an employee does participate in one of the plans listed above, you do not need to identify the participation using Employee (HR11) because Payroll automatically checks Pension Plan in Box 15.

To identify participants in a pension plan