Secure Act Section 603 Savings Plan Table Special Rollover
Hello,
We are on Tools 8.59.24 image 41 and have applied all the Secure Act 2.0 patches. I am not sure how to set up the Special Rollover on the Savings Plan table since we have before and after tax deductions under the same plan type and plan, plus a rollover to another Savings Plan.
Our plan type 40 savings plan includes both before tax and after tax 401k deductions that are matched 100% by the employer (up to 3%). We also have a savings plan we named 4M set up for deductions that are matched at 50% by the employer (over 3%) that also takes deductions for both before and after tax 401k elections. This is set up as a rollover plan.