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Allow the Pre-Tax Groups to honor Employee Overrides. Employees who have already contributed elsewhere (a prior company or a spouse contribution to the family HSA) would warrant this. As it's implemented now, we have no way to prevent an employee from overcontributing in these cases and have to watch them manually. Correcting it after the fact is a bit of a hassle.

  • Guest
  • Sep 14 2021
Company Glenn O. Hawbaker, Inc.
Job Title / Role DBA
I need it... 3 months
  • Attach files
  • Guest commented
    March 21, 2022 20:28

    Please review the inability of being able to “override standard limits” when limits are defined in a pre-tax group. We have experienced legitimate circumstances when the standard limit needs to be overridden, specifically for Health Savings Account contributions: two of these circumstances are (1) when both an employees’ spouse is receiving a contribution from his/her employer, requiring that our employee must limit his/her contribution since the HSA contribution is a household total (vs being an individual total) and (2) when an employee changes from family to single or single to family during the course of the year. The employees’ total max contribution is now prorated by the months he/she participated in each type of coverage. I disagree with Viewpoints solution of creating another deduction code outside of the pre-tax group. That just creates more file maintenance for our staff.

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