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401k pre-tax limit combined with Roth after-tax limit for both under age 50 and age 50+

edited Aug 13, 2012 11:39AM in HCM - JDE1 (MOSC) 2 commentsAnswered

I have carefully read all the existing postings I could find on Roth after-tax and 401k pretax deductions and limits. I have a related but different question that does not seem to be addressed and I would appreciate some feedback and assistance please.

We are changing 401k third party vendors June 1, 2012 and adding Roth after-tax at that time.  We are disabling the benefit plans and will be using only the employee DBA instructions as the new vendor will send the percentage to take for the contributions.  The existing DBAs in use have 2012 YTD contributions that need to go toward the limits.

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