About the PR Pre-Tax Deduction Groups Form

Use this from to set up pre-tax deduction groups.

You should set up a pre-tax deduction group when you have separate pre-tax deductions that are combined under a single annual limit. For each group, you can define:

  • the standard annual contribution limit, such as for standard and Roth 401(k) contributions,

  • the catch-up annual contribution limit (for employees over 50 who wish to withhold amounts beyond the normal limit) and,

  • the annual compensation limit for 401(k) employer match liabilities.

Once you set up a pre-tax deduction group, you can associate it with pre-tax deductions that share the same annual limit. For more information, see Creating Deduction and Liability Codes.

For more information on using this form, see Setting Up Deduction Groups.