Creating defined contribution limits
- Select Payroll > Administration > Setup.
- In the Structure pane, click Deductions.
- Click the Defined Contribution Limits tab.
- Click Create.
- Specify this information:
- Year
- Specify the year.
- Compensation
- Specify the annual compensation limit.
- Contribution Annual Limits
-
Specify the annual contribution limits for Tier 1, Tier 2, and Tier 3.
This is the total employee and employer amount.
- Age Range 1 Begin
-
Specify the starting age for the first range in the tier.
For example, specify 50 for Tier 2 to include employees aged 50–59.
- Age Range 2 Begin
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Specify the starting age for the second range in the tier, if the tier covers two non-contiguous age ranges.
For example, specify 64 for Tier 2 to include employees aged 64 and above.
The employee must have a birthdate specified on their employee record to identify the appropriate Contribution Annual Limit Tier when the calculate payment process is run.
If no birthdate is specified, the Tier 1 Defined Contribution Annual Limit is used.
- Click Save.