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This idea has been merged into another idea. To comment or vote on this idea, please visit VACCTG-I-92 Roth and regular 401k catch up need to allow for both types when determining cap for year.

Need to track catchup limits on employers with Both tradional and roth 401k together Merged

• We have both a traditional 401k and a 401k Roth. Is there a way to set up catch up to where it works with the pre-tax contribution group if someone is contributing to both Roth and traditional 401k? Currently we manually monitor the catchup limits for this

• Currently Vista does not have the capability to calculate 401K catchup deductions where the reach the limit together. Currently they calculate separately

• Is there a way that VISTA can calculate these both together and alert payroll if the combination of the two accounts together exceed the maximum allowance? 

• Vaughn Naber
• Jan 17 2020
• Shipped

PR - Payroll

Company	Dynamic Systems Inc
Job Title / Role	Vista Support submitting for my Payroll Team
I need it...	Yesterday...Come on already

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