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Roth deferral percentages


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Guest durktracy
Posted

If a participant elects to defer 5% as Roth 401k, is the 5% calculated on the gross wages or the wages after all tax withholdings have been done? I have a payroll company that is applying the percentage after the withholding and I am not sure if that is correct. I need to have some backup for this and have yet to find anything.

Thanks for your help!!

Posted
Roth is after tax money - not pre-tax money.

But it should be calculated based on the same compensation as regular 401(k) deferrals (unless the plan has a different definition of comp for designated Roth accounts).

Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra

Posted

Roth should be based on Gross wages if that is what the document says - not wages after taxes are taken out.

The back up should be your plan document that defines Compensation for each source.

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