Secure Act 2.0 Section 603 - Rollover not recording in YTD Balance History

Hello Everyone,

I hope I am finding some assistance. I have the following situation:

Employee eligible to contribute a total of $32,500 for 2026 ($24,500 + $8,000 Catch- Up). So far, the EE contributed to the limit of $24,500 into their Pre-tax and their additional deductions rolled over accurately Roth. After another payroll, the EE also hit the extended $8,000 limit in Roth and again the limit held up. Indicated by the 402(g) Limit Exceeded deduction not taken reason.

The problem I have is that the $8,000 Rollover Roth Deductions are not being recorded in the Payroll YTD Balance Table for the plan.

Anyone else has had an issue with their YTD Balances or has an idea on where the issue could be??