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401k & Roth Calendar Year

  • 1.  401k & Roth Calendar Year

    Posted Jan 23, 2019 10:09 AM
    I have setup the new calendar in GP 2018 which connects the 401k and Roth annual max amounts. I was wondering if anyone know if  the calendar allowed you to distinguish between employees over 50 who can opt for the catch up and employee who would not qualify for this benefit?
    I have not been able to locate any additional information on the calendar and believe my only option would be to setup separate 401k and roth benefit codes.

    Lorie Ponder
    Payroll Manager
    Tampa FL

  • 2.  RE: 401k & Roth Calendar Year

    Posted Jan 23, 2019 10:34 AM
    Hi @Lorie Ponder,

    The new feature in Dynamics GP 2018 R2 does not handle the catchup provision. However, we do have a product that will handle that easily. Please feel free to reach out to us for more information if you are interested.

    Enhanced Retirement Plans

    Hope this helps!

    Tom Franz, CPP
    (217) 689-4658 -
    Director of Client Services
    Integrity Data
    Lincoln IL

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