1. Human Capital Management Fundamentals Implementation Guide
  2. Process

Process

1. Age

Enter a value that specifies the minimum age for the employees to be considered. The employee's date of birth (DOB) is used to calculate the age. The age is always calculated as on the last day of the effective date’s year.

2. Effective Date

Enter a value that specifies the effective date on which the Roth Catch-Up DBA begins. Leave this processing option blank to use the system date as the effective date.

3. Pre-Tax CU DBA

Enter a value that specifies the 401K Catch-Up DBA used to list the employees to be considered for the process. This DBA ends if the employee meets the criteria.

4. Pre-Tax CU Plan ID

Enter a value that specifies the 401K Catch-Up or 457B Plan ID considered for the process. This plan ends if the employee meets the criteria.

5. Pre-Tax CU Plan Additional Option

Enter a value that specifies the 401K Catch-Up or 457B plan option considered for the process. This plan option will be ended if the employee meets the criteria.

6. Roth CU DBA

Enter a value that specifies the Roth Catch-Up DBA to be considered in the process. This DBA will be started if the employee meets the criteria.

7. Roth CU Plan ID

Enter a value that specifies the Roth Catch-Up Plan ID to be considered for the process. This plan will be started if the employee meets the criteria.

8. Roth CU Plan Additional Option

Enter the additional plan option value for the Roth Catch-Up plan. This plan option will be started if the employee meets the criteria.

9. Social Security Wage Limit

Enter a value that specifies the wage limit. Employees who have earned wages equal to or more than the limit in the previous year is considered for the process.

10. Wages Considered

Enter a value that specifies the wages considered for the limit evaluation. Employees who earn more than this wage limit are considered for this process. Valid values are:

0: Gross Wages - The system considers the gross wages of the previous year.

1: Taxable Wages - The system considers the taxable wages (Gross - Excess - Excludable) of the previous year.