Advanced Benefits - PSFT (MOSC)

MOSC Banner

Secure 2.0 Act Section 603 Configuration Review for Roth Rollover

Is it possible to have Oracle review our setup for Section 603? Separate plan types are setup for pre-tax, Roth and after-tax 401k. Employee contributions are setup as required for each benefit plan. Rollover option selected is 'plan level' and before tax, after-tax and special rollover fields have been populated.

Enrollments are % based and changes are managed in Fidelity's system. Enrollment changes received weekly via inbound interface file. If employee is enrolled in pre-tax only, the contributions do not automatically roll to Roth - I must enroll the employee in a eligible Roth plan type.

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center