Roth Account

If the retirement plan includes a Roth account, it may be configured on this tab. Additionally, employer matching Roth contributions (that are deposited to the pre-tax account) may be configured on this tab.


If the matching configured on the Employer Contributions tab is used for both pre-tax and Roth contributions, click the Matching Contributions to the Roth Account are Integrated with the Pre-Tax Account to the Roth Account check box. In this case, no additional configuration is required for the employer's matching.