E1: 07: 401K/Roth Set up with Tiered Company Match (Doc ID 1667870.1)

Last updated on JUNE 30, 2016

Applies to:

JD Edwards EnterpriseOne US Payroll - Version 9.1 and later
JD Edwards EnterpriseOne HCM Foundation - Version 9.1 and later
Information in this document applies to any platform.

Goal

 The illustration below shows a 401K/Roth and Catch up setup with tiered company match.

The set up is basically the same as the recommended 401k/401k Catch up described in <Doc ID 637954.1>.  Now the Roth and Roth Catch up DBA will be combined in the Group Limit along with the 401k and 401k Catch up.

Solution

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