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Roth 401(k) set up in Lawson

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Kchan
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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
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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
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5/8/2015 8:13 PM

Hi Margie,

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

 

thank you!

Agundel
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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
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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
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6/1/2015 11:58 AM
I would like to receive to see your set up too! Kristin Nixon knixon@selfregional.org
Jolene Jackson
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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
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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
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6/1/2015 1:03 PM
I would love this set up as well if you have time. k.vetro@kennedyhealth.org
Bob Canham
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6/1/2015 1:55 PM
Hi, could I get a copy as well? robert.canham@phci.org Thanks
Anupam
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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
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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
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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
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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
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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
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6/7/2019 1:52 PM

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

Alex Wankijcharoen
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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
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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
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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.