PrevPrev Go to previous topic
NextNext Go to next topic
Last Post 11/30/2021 7:21 PM by  Alex Wankijcharoen
Roth 401(k) set up in Lawson
 18 Replies
Sort:
You are not authorized to post a reply.
Author Messages
Kchan
HR Service Center Representative
Panda Restaurant Group, Inc
Basic Member
(36 points)
Basic Member
Posts:16


Send Message:

--
5/8/2015 5:59 PM

    Hello,

    We currently have the traditional 401(k) with company match set up in Lawson. Does anyone know how to set up Roth as well in Lawson? Combined, the employee and employer match cannot exceed the IRS set limits. Screenshots would help! 

    thank you! 

    Margie Gyurisin
    Private
    Private
    Veteran Member
    (1434 points)
    Veteran Member
    Posts:538


    Send Message:

    --
    5/8/2015 6:54 PM
    There is a KB article on this. However, if you give me your email address, I will send you our set up.
    Kchan
    HR Service Center Representative
    Panda Restaurant Group, Inc
    Basic Member
    (36 points)
    Basic Member
    Posts:16


    Send Message:

    --
    5/8/2015 8:13 PM

    Hi Margie,

    Thanks much! My email address is: Kathy.Chan@pandarg.com.

     

    thank you!

    Agundel
    Lawson Consultant
    N/A
    Basic Member
    (12 points)
    Basic Member
    Posts:6


    Send Message:

    --
    5/22/2015 1:25 PM

    Hi Margie,

     

    Would you mind sending this to me as well?  Thank you very much!

     

    Crayola, agundel@crayola.com

     

    Jill
    HRIS Analyst II
    Great River Energy
    New Member
    (8 points)
    New Member
    Posts:4


    Send Message:

    --
    6/1/2015 11:41 AM
    Margie -
    We struggle with our plan as well. We have a work around, but are experiencing troubles with the over plan limit. Maybe we can learn something from your set up. Could you forward your set up to me? I would really appreciate it. Thanks!
    Jill
    jcundiff@grenergy.com
    Kristin
    Private
    Private
    New Member
    (3 points)
    New Member
    Posts:1


    Send Message:

    --
    6/1/2015 11:58 AM
    I would like to receive to see your set up too!
    Kristin Nixon
    knixon@selfregional.org
    Joe O'Toole
    Private
    Private
    Veteran Member
    (802 points)
    Veteran Member
    Posts:312


    Send Message:

    --
    6/1/2015 12:26 PM
    Our HR dept is in the midst of setting this up as well.
    Could you please share your setup screens as well?
    jjotoole@qchek.com
    Thanks!
    benozic1
    Private
    Private
    New Member
    (3 points)
    New Member
    Posts:1


    Send Message:

    --
    6/1/2015 12:29 PM
    One point to mention, when we set up our Roth, we didn't remember to set up the BSI limits for those employees contributing 100% to their Roth and it ended up stopping an individual from making their catch-up contributions.
    kvetro60
    Sr. Analyst, Compensation & HRIS
    Kennedy Health
    Basic Member
    (34 points)
    Basic Member
    Posts:14


    Send Message:

    --
    6/1/2015 1:03 PM
    I would love this set up as well if you have time. k.vetro@kennedyhealth.org
    Bob Canham
    Private
    Private
    Veteran Member
    (596 points)
    Veteran Member
    Posts:216


    Send Message:

    --
    6/1/2015 1:55 PM
    Hi, could I get a copy as well? robert.canham@phci.org

    Thanks
    Anupam
    Private
    Private
    New Member
    (6 points)
    New Member
    Posts:2


    Send Message:

    --
    6/1/2015 9:09 PM
    Hi Margie,
    Please send the set up to me at anupamkchoubey@yahoo.com. I will suggest to you if you can post it on Lawson Guru that would be great.Thanks
    Anupam
    kfuchs
    Private
    Private
    New Member
    (3 points)
    New Member
    Posts:1


    Send Message:

    --
    3/21/2016 11:07 AM

    Margie:

    We are now required to offer the Roth option in our 401k plan.  Would you be able to share your 401k Roth set up with me?  My email address kfuchs@actslife.org  Appreciate any guideance you can provide.

    Deana_W
    Financial Systems Analyst
    Private
    Basic Member
    (19 points)
    Basic Member
    Posts:7


    Send Message:

    --
    5/2/2018 11:06 AM

    I know this thread is quite old but would anyone be able to send me the setup?  We are being told from Infor that the only option for this is three different plans, which due to us having percent and flat contributions, means 6 plans in total.  Thank you in advance.  wittmand@ihn.org 

    Craigery
    Accounting Manager
    Private
    New Member
    (6 points)
    New Member
    Posts:2


    Send Message:

    --
    8/28/2018 4:57 PM
    I would also appreciate any setup information you have on your 401k plan to handle both Roth and Traditional (After-tax and Pre-tax) contributions and matching.  Please send to cbudge@americafirst.com - thanks!
    Craigery
    Accounting Manager
    Private
    New Member
    (6 points)
    New Member
    Posts:2


    Send Message:

    --
    8/28/2018 4:57 PM
    I would also appreciate any setup information you have on your 401k plan to handle both Roth and Traditional (After-tax and Pre-tax) contributions and matching.  Please send to cbudge@americafirst.com - thanks!
    TracyD
    Sr Consultant
    Private
    New Member
    (3 points)
    New Member
    Posts:1


    Send Message:

    --
    6/7/2019 1:52 PM

    Can you please send this setup to tdecome@aol.com.

    Alex Wankijcharoen
    System Analyst
    Greater Baltimore Medical Center
    (9 points)
    Posts:3


    Send Message:

    --
    1/31/2020 8:13 PM
    We just merged the PreTax and AfterTax Lawson V10 DC benefit plan. Let me know if the help needed setting this up.
    mplaird25
    Retirement Plans Sr Manager
    Private
    New Member
    (3 points)
    New Member
    Posts:1


    Send Message:

    --
    11/29/2021 10:47 PM

    I would love to know how to get Roth setup in Lawson for our retirement plan.  Mlaird@dg.com

    Alex Wankijcharoen
    System Analyst
    Greater Baltimore Medical Center
    (9 points)
    Posts:3


    Send Message:

    --
    11/30/2021 7:21 PM

    The setup begins with BN15 for Defined Contribution.
    If there is a matching limit that should be under sub screen BN18.6.

    The pre-requisite for this is the Pay Code Maintenance PR20.4.
     

    Alex.

    You are not authorized to post a reply.