Payroll and OTL - EBS (MOSC)

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US PAY: Good Afternoon, I have a question regarding setting up a new Roth Plan mid year.

edited Mar 23, 2017 5:00AM in Payroll and OTL - EBS (MOSC) 1 commentAnswered

Currently we have 401k elements but are planning to recreate them to auto create the Roth elements at the same time including catch up.  Our company matches 50% up to the first 7% on the combined EIP/Roth contribution.  I would appreciate advice on the best approach to ensure all the balances are carried over correctly from the existing elements to ensure the annual limits are not exceeded for the year.  Any advice would be greatly appreciated, as I want to ensure I have all the fast formulas etc.. correct.  Regards Annamarie Toms

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