After Tax 401k company match not calculating correctly

Starting with the first pay period of 2020, we noticed that our after tax 401k company match is not calculating correctly. It only occurs for employees that are contributing to pre and after tax. When the match is calculated, the logic doesn't appear to be taking the pre-tax contribution into consideration. The calculation was working fine prior to this year. We updated Annual Limits on PR39.2, added the new Match Limit Schedule in BN18.6 and ran the BN105. BN18.6 looks the same between our 2019 and 2020 dates. We have made no other changes. I can't figure out why this just started to occur. Any thoughts?

Find more posts tagged with

Infor Lawson Human Resources Group - Discussion

Comments

annmarie-bassett

I saw this on the weekly patch notification - maybe this applies to you?

CTP121519 BN32 Company Match on DC plan incorrect calculation after year-end patch applied. BN31.2, BN32 JT-1367482 10.0.0.0

unknown

Good catch ABassett with the CTP! Sarah, also check the PR14s for the people where the match is not taking correctly - we had trouble with Lawson not creating the PR14 correctly one year. I will take some screen shots of our 401k/roth plan that is working fine and attach to this thread, and you can compare them.

unknown

Here are the screen shots of our plan that is working.

[View:/cfs-file/__key/communityserver-discussions-components-files/18/4KVP-plan.docx:320:240]

unknown

We installed that patch and it did not resolve the issue.

unknown

Thank you. We have the Contribution Type set to Match Limit Schedule, so our set up is slightly different, but everything else seems to match.

unknown

Can you give more detail/an example about exactly what it is doing?

denise-buggs

We had this same issue. Lawson had a hard time replicating the problem.

We were told to install the below patches, but it did not resolve the issue:

PR80PD,196.1.56 -- CTP120945 (KB 2089151)

PR140PD,121.1.20 -- CTP120250 (KB 2061971)

PRPAY80PD,81.1.23.1.74 -- CTP120996 (KB 2089195)

PRDEDCALC,120.1.271.1.12.1.76 -- CTP121491 (KB 2106747)

PRDEDPD,128 -- CTP119476 (KB 2036506)

BNENTPD,123.1.67 -- CTP121007 (KB 2091253)

BNEMDED,45.1.7.1.11 -- CTP121226 (KB 2095525

We then installed the last patch mentioned below, and it appears to solve the problem. The other patches were database changes as well, and a lot of updates, so we have not applied the patch in production - planning on doing it this weekend.

We did a work around to correct the match. After we run the PR140, we calculated what the match should be, and added a PR39 record to shore up the match, and rerun the PR140. We are finishing up the final payroll before applying the patch.

unknown

Thanks we will look at these patches. The odd thing is that we can not duplicate it in our test environment. I logged a ticket with Infor last week and they haven't provided any feedback since Friday.

denise-buggs

What was odd for us was that we tested with 2019 data, and it worked fine. The Roth option is new for our company, and It did not stop working until we tested with 2020. We were not sure if it was because of the W4 patches or not.

Our plan is also Match Limit Schedule, with Vesting Comp - Apply Maximum Limit set to R - Ann Addt both: Max Comp ER only. We are also having an issue with Hi Comp employees once they reach their maximum. The After tax contribution does not come out. The match is supposed to stop, which it does - but the Employee contribution should continue to come out.

We have not tested to see if this issue is resolved with the new patches.

sally-leow

Denise,

Did you apply all the patches above along with the one from last week?

denise-buggs

We were initially instructed to apply the seven patches to see if it resolved the issue, and they did not. When we saw CTP121519 last Wednesday, we applied the patch, which only changed one file, and it worked.

sally-leow

After applying the patch did you have to do anything to the deductions for the employees? We have applied the patch and still having the issue. We did stop the deduction for the employee and added back in and still the match is not working correctly.

0902200410301120.xls

Copyright © 2025 Infor. All rights reserved.