Why does tracking separately mean manually?  You need to set up separate deduction codes since they are taxed differently, but if you have both of those deduction codes go to the same accrual account, you can accumulate the balance in one GL account.  Also, if you use consecutive deductions codes (F1 and F2, for example), you can run reports for those two deduction codes together.  Would that help?

I think they are wondering how to get the deductions to stop automatically at the IRS specified limit.  Unfortunately Sage 100 does not allow for a single stop limit across multiple deduction codes (unlike Sage HRMS Payroll) so if an employee has both a traditional and a Roth 401k deduction, you have to keep an eye on them manually so that the employee does not end up contributing more than the IRS limit and incurring penalties.

If Payroll was on the new framework, this would have been so easy to solve with doing some basic scripting. Someday hopefully!

Thanks everybody.  This is what we thought, but if anybody had figured it out we knew you would.

Hi Sage Users,

Does anyone have new insight on this topic? With Secures Act 2.0 on the horizon, we are preparing our calculations.

I believe Paralea's comment below still stands true. I cannot find a way to apply a stop limit across both employee wh codes for roth and traditional.

Manual seems like the only way. This is feasible for a company our size. Surely the larger companies with 500+ employees have a solution... maybe that is a 3rd party payroll vendor for them!