Savings Plans and Roll Overs to Prepare for Secure 2.0 Section 603
Employer currently offers a 403 plan where contributions can be made on a pre or post tax basis. In preparation for Secure 2.0 section 603, I have created 2 new Roth plans and 2 user defined limit types to account for the age thresholds. Everything calculates as expected. I currently have the configuration set for rollover to be accomplished at the employee level and during my testing, I was updating the enrollment into the Roth plan and setting the roll over criteria through the Savings Plan screen directly. The goal would be for the initial enrollment in the new Roth