Lawson - Issues with 401K and Roth Matching

We recently aquired a subsidary company. This company has 401k and Roth with both being matched at the below schedule.

1-3% - 100% match
4-5% - 50% match

Both are matched but they can not match more that the 4% of the above. Example of what they can not do:

Jane contributes 4% 401K and 4% Roth. Our system is matching 3.5% on both (7% total).

We can only match 4% total. We do not believe thier is a way to make the match dependent on each other.

Does anyone offer both? Or have any insight on how to stop this?

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Comments

unknown

Hi Milehmann:
The Xtreme communities have not been rolled out for the Lawson products at this time - you should conitnue to use the communities withing MyLawson to post this question.
We will be implemneting a new communities tool for all products in the near future so felt at this time it did not make sense to move from what you already use today in MyLawson.
Regards

unknown

I wll be moving this post into the "Infor Lawson Human Resources" group as per recommendation of the support team. There you will have members who share your interest posting topics and responses. If you are not a memeber of this group yet - please join by using the "View All Infor Communities" option in the left panel.

sriman-shivakoti

You need to make sure you only have one bn15 plan that accommodates the PT and AT deductions and match deductions.

There is a KB article showing how to do this. The one thing the KB article is missing from screen shots is the AT match company deduction.

unknown

Has there been any update on whether or not this Company Match on the aggregate 401k and Roth deferral can be done on Lawson?

thanks!

sriman-shivakoti

Do you have one plan to accommodate both? We do 50% match up to different %levels depending on employee group criteria. As long as their is one BN15 plan, we do not have an issue.

unknown

We have one plan with both a pretax and after tax EE deductions and pretax and after tax ER deductions. When a person is contributing to both pretax & after at the same time the match does not stop at the correct time. Is anyone have this work for them?

unknown

We did narrow it down to when an EE goes from contributing only 1 and then changes to contribute both pre & after tax at the same time that Lawson doesn't calculate the remaining descending balance for each ER match deduction correctly. Any ideas as to why?

Training_Manage_Application_Logs_V2.mp4

sriman-shivakoti

Do you have it all set up in one plan? I just looked/tested this in our system. Originally, the employee had a pre-tax contribution of 6%, the company match amount remaining for the year was on the pretax company deduction (CVW2) was 7240.16. I added a new BN32 record dated 09/01/17 for a 10% contribution with 5% pretax and 5% Roth. The employee now has a new CVW2 record with an ER balance of 3620.08 and a ER Roth match (RTH2) balance of 3620.08.

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