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FF to automate eligibility for the new Secure Act 2.0 Roth IRA - Set contribution to NO

in Benefits 5 comments

Summary:

As of August 8/2/2024, Team Members who make over 145,000 AND are 50+ will have the option to contribute to a Roth IRA. We want a formula to be able to pick up anyone who will be 50+ as of the first of the year (including New hires) - and assign the contribution to NO automatically.

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