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Presented at BLUEPRINT 4D 2024: It Takes Two to Tango! Setting Up JDE Deductions with Two Annual Limits

Presented at BLUEPRINT 4D 2024
Session ID: P-033044

Does your 401k plan state that an employee must max out on their regular deferrals before their catchup can begin? Do you have the added complexity of offering your employees both a regular 401k: as well as a roth plan? Do you use a third-party vendor and integrate enrollments into JDE? If you said yes: then this session is for you! We will explore how to properly setup 401k and roth deduction codes that seamlessly meet plan specifications and adhere to the federal annual limits.

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