Secure Act 2.0 Section 603 Roth Enhancement is not applying Pre- Tax Catchup amounts to Roth Plan

We have implemented the SECURE 2.0 Section 603 Benefits Roth Catch-Up Enhancement (Version 1.0 – December 2025) (Oracle PeopleSoft HCM Release 9.2.)and wanted to confirm whether others are seeing similar behavior.

1. Roth Threshold Indicator – Age 50 Timing
The Roth Threshold process is working as expected for employees who:

• Exceeded the prior-year compensation threshold (e.g., $150k), and
• Are already age 50.

The Roth Threshold indicator is correctly checked on the Savings Management page for these employees.

However, employees who turn age 50 during 2026 are not being picked up by the Roth Threshold process.

• Is this a known limitation or expected behavior in the delivered process?

2. Sec 414(v)(7) Roth Rollover Not Redirecting Excess to Roth