You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Secure 2.0 - Automatically moving the catchup for HCE to Roth Catchup

Summary:

Is there a seeded formula or solution that will take a Pretax Catch up element and skip it, then automatically process as Roth Catch up (once the Pretax limit it hit)? Or do you have any recommendations on how to accomplish without manually adding the Roth Catch up element for any one that earned over $150k in 2025 and is 50 or above?


Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):



Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!