Requirements for Deriving a Deduction from a Retirement Plan

Deductions derived from a retirement plan only appear in the Derived From Plan list if the plan supports the deduction’s pay code. The following table shows the employee contribution that must be selected on the retirement plan when each pay code is selected for a deduction item.

Deduction – Pay Code Selection

Retirement Plan – Employee Contribution Selection

401(k) Contribution

Pre-Tax Contributions

401(k) Roth Contribution

Designated Roth Contributions

401(k) – Catch-up

Catch-Up Contributions – Pre-Tax Contributions

401(k) Roth – Catch-up

Catch-Up Contributions – Designated Roth Contributions

For more information about deriving a payroll item from a retirement plan, see Deriving a Payroll Item from a Retirement Plan.

General Notices