Would we be able to set up an Eligibility Profile for the Calculation Card ? — Cloud Customer Connect
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Would we be able to set up an Eligibility Profile for the Calculation Card ?

in Payroll and Global Payroll Interface (GPI) 1 comment

Summary:

We are managing the Retirement Plans in Payroll on a Benefits and Pensions Calculation Card and the deductions are processed with an element.

Would we be able to set up an Eligibility Profile for the Calculation Card so that the Catch Up Employee and Employer Contribution on age 50+ would be set to No


We have a 403b Plan and will be configuring the Plan for Post Tax Roth Catch Up Contributions. Our 50+ age group will have the option regardless of Annual Compensation to select to Pre Tax 403b Catch Up OR Post Tax Roth Catch Up. We don't want this age group to automatically begin catch up in the 403b Plan but work with our Retirement Vendor to select pre or post tax for Catch up. Then a file would be sent to us to enable the selection.

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