You will need two calculations to do two different % and maximums and "base" them on the employee's contribution.  However since employees can sometimes choose a flat $ or %, you will also need calcs for that and the age limits for the employee deductions.  I usually set up a min of 8 calculations for the standard match up to 3%, so you will need an extra for each employee deduction as well.  

You will need two calculations to do two different % and maximums and "base" them on the employee's contribution.  However since employees can sometimes choose a flat $ or %, you will also need calcs for that and the age limits for the employee deductions.  I usually set up a min of 8 calculations for the standard match up to 3%, so you will need an extra for each employee deduction as well.  

Hi Char,

Any guidance on how to set up the annual limit for 401k deferrals when an employee is deferring both pre and post tax (401k and Roth)?

Hi Lela

I found this on the internet :)  

Hi Char,

Sorry I wasn't specific enough. 

I have the 401k annual limits and the 401k pre/post tax payroll calculations set up. 

My question is if an employee is deferring say 5% pre tax and 1% post tax (2 separate calcs) will the system look at both to ensure the annual limit is not exceeded?

Thanks!

Lela,

I think you would have to split the max between his two payroll calculations.  On the Pre tax calculation make his maximum $15,000.00 and on the post tax make his maximum $7,500.00 - or something like that!!