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Is there a DBI or seeded function to retrieve YTD balance values for use in fast formula calculation
We have both a pre-tax 403b retirement plan and a post-tax Roth plan.
I need to compare the pre-tax 403b YTD Employer (ER) contribution against the pre-tax 403b YTD Employee (EE) contribution when a retirement deduction is processing in a payroll run to confirm the pretax 403b YTD ER contribution is <=50% of the pretax 403b YTD EE contribution for a pre-tax plan.
We have both pre-tax 403b and post-tax Roth EE contributions that are subject to the 402(g) limit. When the limit is met the pre-tax 403b ER contribution continues until the ER YTD contributions is 50% of the pre-tax 403b YTD EE contributions … then the pre-tax 403b ER contributions are to stop.