403b Roth Match - PR05

deanna-plant

Would someone be willing to share their PR05 setup for the company match deduction for a Roth 403b?

Thanks in advance!

sriman-shivakoti

There is a KB article showing this - KB 1188052


However, if you match, the screen shot does not show that you need to also have a company after-tax match deduction.

Also, you want to test for your particular situation. The set up is not perfect especially if you end up with some high dollar bonuses and those employees contributing percentage of pay and having their contributions split between traditional and Roth. It works well in most situations.

You need to have one plan that includes the traditional pre-tax and roth in that plan or the match limits most likely won't work at all.

If that is not what you need, let me know.