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Deduction/Add-on: 401K Employer Match Add-on calculated on a Fiscal Year (not calendar year)

I'm looking for ideas...anyone?

Our 401K Pension Plan is based on a fiscal year.  I would like to utilize an Add-on Code in PR to calculate the employer match.  Since W-2's need the total pension for Jan-Dec and our plan is Mar-Feb, we have not figured out an AUTOMATED way to track employer match within Spectrum.

I can't imagine that we're the first company to run into this so how are others handling this situation?

I would like for Spectrum to have a good procedure/process to do this in Spectrum soon.

Thanks a bunch!!


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  • Apr 23 2018
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