My Oracle Support Banner

All Savings Plan Contributions Are Rolling Over When a Limit is Reached instead of Contributions Up to the Limit Remaining in Original Plan After Tax Update 17-D (Doc ID 2336418.1)

Last updated on DECEMBER 20, 2022

Applies to:

PeopleSoft Enterprise HCM Benefits Administration - Version 9.1 to 9.2 [Release 9.0 to 9]
Information in this document applies to any platform.


The entire contribution to a Savings Plan is rolling over to the next plan instead of the allowed amount remaining on the initial plan and only the amount in excess of a Limit rolling over to the next plan.

1. Configure 2 Savings Plans with different employer matches (Navigation: Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Savings Plan Table).
2. Configure a User Defined Per Check Limit to restrict contributions on the initial plan to 1% and have the remaining contributions roll over to the next plan (Navigation: Set Up HRMS > Product Related > Rates and Rules > Limit Table).
3. Calculate payroll (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll).


To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.