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RE:[sap-hr] SAP 401k and Roth With Combined Catch Up Account Value Of 5500

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Reply from clappes on Oct 3 at 9:08 AM
Thank you for the reply. We had seen these links previously but they are not exactly what we need.

We have 1 catch up contribution with age limit eligibility of 50 using BC31 - this should be used for both 401K and Roth. This is entered is SPRO under payroll - benefits integration - set up catch up contributions.

SRPO - Under personnel management - Define employee contribution rules - we have rules for both over 50 and under 50 with contributions allowed for pre-tax and post-tax

It works fine before hitting the limit in that both 401K and Roth amounts are taken.

But once limit hit and employee is over 50 the catch up amount is only taken for 401K - nothing is done for the Roth.

---------------Original Message---------------
From: clappes
Sent: Wednesday, October 01, 2014 11:09 AM
Subject: SAP 401k and Roth With Combined Catch Up Account Value Of 5500

SAP have 401k and Roth set up with a catch up account value of 5500. When the regular limit is hit the only catch up that is being taken is the 401K how do we get the Roth to also take catch up amount?

 
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clappes  

Programmer/Developer - Software
 
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