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HSA Annual Contribution and Retro taken did not stop at $4000.00

Summary:

Employee enrolled in HSA in January and was having $153.84 or $4,000/26 come out per pay period. She asked for benefits to override it so that she had $300.00 come out. Instead of using the current date they used 4/13/2025 which created an HSA retro Amount of $1,315.35. We know that the override date caused the issue of creating the retro.

If she only elected $4,000 for the her year and the HSA CY and HSA Retro is now over $4,000. Why did the limits not stop and how do you fix it so that it would stop at $4,000.

Content (please ensure you mask any confidential information):

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