Will IRS limits be delivered by Vertex for CY26
Summary:
With the new tax engine (USOPTE) and Vertex, are the IRS limits for the Deferred Compensation plans being delivered in both?
Content (please ensure you mask any confidential information):
We are going live with USOPTE mid-February before the 26A deadline. In the past, we've received the IRS deferred compensation limits in the December VERTEX. How should we expect to receive them for calendar year 2026? Are they being delivered in both USOPTE and VERTEX? Will they be delivered through USOPTE in the future once we are on 26A and live? Will this information continue to be released in December?
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