Tie 403B Roth and Pre-Tax Deduction Amounts and Percentages Together
Our District allows staff to make pre-tax and post tax contributions to their 403B account. These are currently separate codes with their own contribution limit. However, in the real world, employees are allowed to contribute X amount/percent to each, but each counts toward ONE contribution limit. Our plan allows staff to make changes to their contributions anytime in the year, so the code-specific limits aren't doing us any good. It's not as simple as splitting the limit evenly between the two codes.
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Jennifer Carstens
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Thanks for submitting this request. We’d like to see more support from the Skyward user community before we consider this for development.
Thank you!