x Want to participate? Join the group to interact

  • 401k Totals - Conditioning Report

    Hello, I am trying to condition my Deduction Register to only show 401k deduction totals, however when I try to condition my report to only show 401k totals, I do not have the option to select "Deduction ID" in the conditioning field. Does anyone…

  • 401k Report to Show Roth and Regular contributions

    Does anyone have a modified 401k report that shows both regular 401k deductions as well as 401k Roth deductions, in separate columns? If so, are you interested in sharing it with us? Appreciate it! Siri Heinrichs Berkowsky and Associates, Inc…

  • 401K formulas/setup when plan allows different withhold amount on Bonuses?

    does anyone have 401k formulas setup to incorporate different amounts withheld on Bonuses. Our plan allows participates to withhold a different amount on Bonuses both 401k and Roth. We have formulas setup to calculate 401K and Roth and to compare to one…

*Community Hub is the new name for Sage City