The Retirement Analysis Kit Help File

Account Configuration

Account Configuration

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Account Configuration

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CustomRetirePlanConfig

Allow elective contributions as a percent of income

Some DC plans may have mandatory contribution levels. If so, uncheck this box.

Mandatory employee contributions as a percent of pay

This input is only enabled if the prior box is unchecked. Enter the percent of pay that the employees contribute

Contributions are mandatory

Select this prompt if the employee's contributions are mandatory.

Contributions are pretax

Select this prompt if the contributions are pre-tax.