Understanding Links from Allocation Funds to Plans

If the organization offers a retirement or investment plan as a benefit to employees, you can link the plan to the investment programs, or funds, to which employees can allocate their deductions. You must set up all allocation funds as accrual DBAs that are a percentage of the employee and employer contributions. For example, if a 401(k) plan offers employees several investment programs from which employees can choose for their 401(k) deduction, you can link each investment program to the plan.