403B Match for 3 Plans

Legacy Contributor

We currently have a pre-tax and an after-tax plan in which we match both up to 4% total for both plans. This is working as designed because we have it setup on BN15 to look at the pretax and after tax deduction codes. Now our organization wants to add a Roth that our employees can contribute to in addition to the pretax and after tax options. This means that they can potential contribute to all three accounts. However, we only want to match them up to 4% total across all three plans. On BN15 there is only room for 1 pretax and 2 after tax match and deductions. Has anyone already implemented something like this? If so, how do you currently have it set up to match across all 3 plans?

Legacy Contributor

We had a similar situation, across 2 plans. We determined we needed to use a custom calculation for the match deduction in order to make it work across multiple benefit plan codes.

0712050808501819.doc