Effective Dates Subtask
Use this subtask to enter a starting and ending date for the deduction group limit.
Contents
| Field | Description |
|---|---|
| Start Date |
Enter, or click
|
| End Date |
Enter, or click
|
| Group Limit |
Enter the limit for the deduction group date range. All of the deductions in the group will count toward the limit. |
| Contribution Matching Limit Method | From the drop-down list select the method that will be used in calculating the contribution limits. The employee's contribution amount will still be calculated with the employee's original calculation method but the matching amount will use this method. Options are:
|
to select, the starting date for the deduction group. All employee deductions on or after that day will be added to the group limit total.
Subtask
| Subtask | Description |
|---|---|
| Deductions | Use this subtask to select the deductions/contributions that you want to include in the deduction group for the selected date range. |
| Contribution Matching | Use the subtask to specify a range of rates and the corresponding percentage contribution for those rates. |