Enhanced Retirement Plans

Automate and enforce the relationship between employee contributions and company matches across retirement plans

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Flexibility to create employer-matched contributions

Automate your tiered company match that is based on employee deduction percentages, gross wages percentages, or fixed amounts, even across multiple plans. Enhanced Retirement Plans support numerous retirement plans, including SIMPLE IRAs, Roth IRAs, defined benefit and contribution plans (401(k)/403(b)), and non-qualified plans like 457(b) plans.

Enforces combined contribution limits

Employees can contribute to more than one retirement plan but must comply with IRS and company regulations that specify maximum contributions allowable to retirement plans. Enhanced Retirement Plans will enforce combined contribution limits across all employer-provided retirement plans.

Automates catch up contributions across retirement plans

This allows eligible employees to make additional contributions above the regular limit once they meet the age criteria, without you having to set up a unique benefit code or changing deduction information.

In life, there’s a hard way and an easy way to do everything.

The same is true for calculating tiered match to multiple 401(k) calculations…

Watch our Enhanced Retirement Plans Feature in Action

Automate and enforce the relationship between employee contributions and company matches across retirement plans in Microsoft Dynamics GP

See how much you can save with our ROI Calculator

Employees in both 401(k) and Roth 401(k) Plans
Hours spent checking contribution report each pay period
Percentage of employees that might exceed contribution limits
Employer fine if contribution limits are exceeded
Hours spent addressing situation if employee exceeds
Hourly rate of resource managing payroll
Cost per pay period
Number of pay periods per year
Cost of Monitoring Contribution Limits
Cost of Error if Limits are Exceeded

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COVID-19 Legislation Blogs for Dynamics GP

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Knowledge Base

What is an additional feature for Enhanced Retirement Plans?

KB07-001

Set employer contribution maximums: employer contribution maximums can be set across multiple retirement plans by their amount or percentage.

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