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Former Member
Nov 08, 2016 at 04:39 PM

Loading 401K eligible wages and contribution balances for an acqusition


We have an acquisition and we are responsible for monitoring the 402g, 415 and compensation limits for the remainder of the year. We need to add their 401(k) eligible wages and contributions with the prior company to apply towards the limits for the year. We are trying to find the most efficient way to accomplish this.

We would need to load the total prior to the first payroll running to prevent people from over contributing.

The acquisition is occurring 12/1/2016 and many participants already reached limits under the company we are acquiring. Any help or advice on how we can load the information into SAP to monitor against the limits, without having an impact on the participants paycheck or W2 would be greatly appreciated! Thank you in advance!