Reporting Information Card Values in Fast Formula
Summary:
Reporting Information Card Values in Fast Formula
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We will be using the Eligible for Pretax Age Catch-Up Contribution field on the Reporting Information Card to flag anyone no longer eligible for pretax catch-up. And we'd like to reference that Yes/No value in a fast formula we use when loading contributions from our 401k provider. But we are having a bit of trouble referencing that field. Has anyone successfully done that already in a fast formula? And would be willing to share the logic?
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