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Troubleshoot Workday with AI
Troubleshoot Workday with AI
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How do I auto-enroll US employees into 401(k) only if they meet IRS eligibility and haven’t opted out?
How do I auto-enroll US employees into 401(k) only if they meet IRS eligibility and haven’t opted out?
Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. Apply the field as an eligibility rule on your 401(k) plan using the Enrollment Event setup. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
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Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. Apply the field as an eligibility rule on your 401(k) plan using the Enrollment Event setup. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
Generated by
AI
Retrieved from Workday Docs
Retrieved from Expert Solutions
Retrieved from Web Intelligence
Retrieved from Internal Docs
Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. Apply the field as an eligibility rule on your 401(k) plan using the Enrollment Event setup. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
Generated by
AI
Retrieved from Workday Docs
Retrieved from Expert Solutions
Retrieved from Web Intelligence
Retrieved from Internal Docs
Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. Apply the field as an eligibility rule on your 401(k) plan using the Enrollment Event setup. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
Create a Calculated Field (BO = Worker) that checks: Age ≥ 21, Months of Service ≥ 3, and Has Declined Coverage = false. Experts recommend capturing that opt-out flag during onboarding to prevent incorrect auto-enrollment. IRS 2025 limits are $23,500 base and $7,500 catch-up, which you can hardcode or reference externally from irs.gov. As a heads up, last week Michelle R. from Payroll updated the logic to exclude rehires. That change was tied to an audit, so confirm with Payroll before adjusting it.
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An ever-growing library of 2,000+ real world solutions from top Workday experts