SAVINGS_PLN_TBL

(SQL Table)
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Savings Benefit Plan Parametrs

SAVINGS_PLN_TBL is a record that defines the savings plans offered by the company. It is used to define investment rules and options for each savings benefit plan. As a result of nondiscrimination testing, you may decide to alter HCE savings rules located on this table. It is populated online using the benefits saving plan panel.

  • Parent Record Of SAVINGS_INV_TBL

    • # PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
    1 PLAN_TYPE Character(2) VARCHAR2(2) NOT NULL Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans.

    Prompt Table: SAVINGS_PLN_VW

    2 BENEFIT_PLAN Character(6) VARCHAR2(6) NOT NULL Benefit Plan

    Prompt Table: BENEF_PLAN_TBL

    3 EFFDT Date(10) DATE NOT NULL Effective Date

    Default Value: %date

    4 ERNCD_SPCL Character(3) VARCHAR2(3) NOT NULL Special Accumulator Code

    Prompt Table: SPCL_EARNS_TBL

    5 EMPLR_INVEST_MATCH Character(1) VARCHAR2(1) NOT NULL Employer Investment Match
    1=Flat Amount Per Pay Period
    2=Pct of Employee Investment
    3=Special Calculation Routine
    4=None
    5=Service Step Table
    6=Pct of Special Accumulator

    Default Value: 1

    6 ER_INV_MATCH_ATAX Character(1) VARCHAR2(1) NOT NULL Employer After Tax Match
    1=Flat Amount Per Pay Period
    2=Pct of Employee Investment
    3=Special Calculation Routine
    4=None
    5=Service Step Table
    6=Pct of Special Accumulator

    Default Value: 1

    7 FLAT_DED_AMT Number(9,2) DECIMAL(8,2) NOT NULL Flat Deduction Amount
    8 FLAT_DED_AMT_ATAX Number(9,2) DECIMAL(8,2) NOT NULL Flat Deduction Amt After-Tax
    9 PCT_EMPL_INVESTMNT Number(7,3) DECIMAL(6,3) NOT NULL Percent of Employee Investment
    10 PCT_EMPL_INV_ATAX Number(7,3) DECIMAL(6,3) NOT NULL Matching Percent After Tax
    11 EMPLR_LIMIT_PCT Number(7,3) DECIMAL(6,3) NOT NULL Combined % Earnings Limit
    12 ER_LMT_PCT_BTAX Number(7,3) DECIMAL(6,3) NOT NULL Before Tax % of Earnings Limit
    13 ER_LMT_PCT_ATAX Number(7,3) DECIMAL(6,3) NOT NULL After Tax % of Earnings Limit
    14 ER_LIMIT_AMT Number(9,2) DECIMAL(8,2) NOT NULL Amount Per Pay Period Limit
    15 HCE_LIMIT_PCT Number(7,3) DECIMAL(6,3) NOT NULL Employee Investment Limit Pct
    16 HCE_RED_BTAX Number(7,3) DECIMAL(6,3) NOT NULL High Comp Empl B-Tax Reduction
    17 HCE_RED_ATAX Number(7,3) DECIMAL(6,3) NOT NULL High Comp Empl A-Tax Reduction
    18 HCE_PCT_BTAX Number(7,3) DECIMAL(6,3) NOT NULL High Cmp Empl Before-Tax Limit
    19 HCE_PCT_ATAX Number(7,3) DECIMAL(6,3) NOT NULL High Comp Empl After-Tax Limit
    20 CALC_DED Character(1) VARCHAR2(1) NOT NULL Calculate Pct of Annual Rate

    Y/N Table Edit

    Default Value: N

    21 SVC_STEP_TBL_ID Character(6) VARCHAR2(6) NOT NULL Service Step Table ID

    Prompt Table: SVC_STEP_TBL

    22 ROLLOVER_ALLOWED Character(1) VARCHAR2(1) NOT NULL Rollover Allowed

    Y/N Table Edit

    Default Value: N

    23 ROLLOVER_OPT Character(1) VARCHAR2(1) NOT NULL Rollover Options
    E=Specified at Employee Level
    N=None
    P=Specified at Plan Level
    R=Refund Excess Over Limit

    Default Value: N

    24 PLAN_TYPE_RB Character(2) VARCHAR2(2) NOT NULL Plan Type BTAX Rollover

    Prompt Table: PLAN_TYPE_RB_VW

    25 BENEFIT_PLAN_RB Character(6) VARCHAR2(6) NOT NULL Benefit Plan BTAX Rollover

    Prompt Table: BEN_PLN_RB_VW

    26 DEDCD_RB Character(6) VARCHAR2(6) NOT NULL Deduction Code BTAX Rollover

    Prompt Table: DEDCD_RB_VW

    27 DED_CLASS_RB Character(1) VARCHAR2(1) NOT NULL Deduction Class BTAX Rollover

    Prompt Table: DEDCLASS_RB_VW

    28 PLAN_TYPE_RA Character(2) VARCHAR2(2) NOT NULL Plan Type ATAX Rollover

    Prompt Table: PLAN_TYPE_RA_VW

    29 BENEFIT_PLAN_RA Character(6) VARCHAR2(6) NOT NULL Benefit Plan ATAX Rollover

    Prompt Table: BEN_PLN_RA_VW

    30 DEDCD_RA Character(6) VARCHAR2(6) NOT NULL Deduction Code ATAX Rollover

    Prompt Table: DEDCD_RA_VW

    31 DED_CLASS_RA Character(1) VARCHAR2(1) NOT NULL Deduction Class ATAX Rollover

    Prompt Table: DEDCLASS_RA_VW

    32 SAVINGS_ERN_THRESH Number(11,2) DECIMAL(10,2) NOT NULL Earnings Threshold
    33 PCT_EE_INV_AB_TH Number(7,3) DECIMAL(6,3) NOT NULL Pct Empl Invest Above Threshld
    34 PCT_EE_INV_AT_AB_T Number(7,3) DECIMAL(6,3) NOT NULL Pct Empl Inv AT Above Threshld
    35 EE_LMT_UND_PCT Number(7,3) DECIMAL(6,3) NOT NULL Emple Percent Limit Under Thrs
    36 EE_LMT_UND_BTAX Number(7,3) DECIMAL(6,3) NOT NULL Emple BTAX Percent Under Thres
    37 EE_LMT_UND_ATAX Number(7,3) DECIMAL(6,3) NOT NULL Emple ATAX Percent Under Thres
    38 EE_LMT_OVR_PCT Number(7,3) DECIMAL(6,3) NOT NULL Emple Percent Limit Above Thrs
    39 EE_LMT_OVR_BTAX Number(7,3) DECIMAL(6,3) NOT NULL Emple BTAX Percent Over Thres
    40 EE_LMT_OVR_ATAX Number(7,3) DECIMAL(6,3) NOT NULL Emple ATAX Percent Over Thres
    41 PLAN_CONTRIBUTION Character(1) VARCHAR2(1) NOT NULL Plan Contribution
    N=Employer Only (No EE)
    O=EE Contribution Optional
    R=EE Contribution Required

    Default Value: R

    42 LMT_EE_MATCH_CALC Character(1) VARCHAR2(1) NOT NULL Limit Employee Match Contribution Option, either Before or After Employer Matching
    1=Before Employer Matching
    2=After Employer Matching

    Default Value: 1

    43 BN_NEG_EMPLR_CNTRB Character(1) VARCHAR2(1) NOT NULL This is used to specify how an employer contribution or match towards a Savings Plan should be managed when that employer amount is negative. The user has the option of either taking the negative deduction, or resetting it to zero.

    Y/N Table Edit

    Default Value: N