Deductions and contributions: Setting up company contributions to a retirement plan

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 Once you've set up a contribution for one employee, you can assign it to other employees.

  1. Go here.
    (Or click the Employees tab.)
  2. Click the employee's name.
  3. In the Deductions & Contributions section, click Edit.
  4. In the Company Contributions section, click the Add a Company Contribution link.
  5. Click the Contribution drop-down arrow and then select an existing contribution or select New Contribution. If you don't see the Contribution drop-down arrow, go to the next step.
  6. Select Retirement Plans for the category and then select the type.
  7. Enter the description or the name of the provider.
  8. Select % of Gross Pay or $ Amount and then enter the amount or percent of the contribution per paycheck for this employee (if you need to, you can change the amount on the paycheck when you create it).
  9. Optionally, enter the annual maximum.
  10. Click Save.

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