Secure Act 2.0

This section provides an overview of Secure Act 2.0 for sections 603 and 109 and discusses how to:

  • Set processing options for section 603 - 401K to Roth report (R073222)
  • Run the section 603 - 401K to Roth report
  • Set processing options for section 109 - Higher Catch Up Limit report (R073223)
  • Run the section 109 - Higher Catch Up Limit report