Said It Here

How to hit max 401k contribution with whole percentage limits

Retirement providers only allow payroll deductions in whole-percentage increments rather than exact dollar amounts or fractions, making precise targeting impossible. This forces workers to manually change their contribution percentages multiple times a year to avoid either maxing out too early or exceeding the annual limit.

What people tried

Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.

  1. 1
    Accepting a slight overage or undershoot on the annual contribution limit
  2. 2
    Making multiple percentage adjustments across remaining paychecks
  3. 3
    Relying on the payroll system or provider to automatically cut off contributions at the limit

In their words

Unedited, most upvoted first, each linked to the thread it came from.

We need to start a movement to allow dollar amounts for 401k contributions.source ↗

Alive_Sir_4708 · r/personalfinance · 1 upvotes

My 401(k) provider only allows contribution increments from each paycheck in 1%. So you can specify 8%, you can specify 9%, but you can't specify 8.5%.source ↗

I need to change my contribution at least once in the next few months as it's too high currently (11%) and will certainly make me exceed the contribution limit.source ↗

GameHat · r/personalfinance

Where this came up

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