E1: 07: R073223 - Cosmetic Corrections For Clarity And Consistency POs 2, 5, & 6 (Doc ID 3053001.1)

Last updated on OCTOBER 15, 2024

Applies to:

Symptoms

The current processing option labels need to be updated to create better clarity on how each should be used, as well as be consistent across both Secure Act 2.0 UBEs. Users should be able to "at a glance" understand the value to be entered into the processing option.

Changes needed:
Labels for POs:
PO#2 - from "Effective Date" to "Employee Age Effective Date (DOB)"
PO#5 - from "Catch up DBA" to "Pre-tax CU DBA"
PO#6 - from "Roth DBA" to "Roth CU DBA"

In addition, for clarity and consistency, update the following:
UBE Name: from "SECTION 109 - HIGHER CATCH-UP LIMIT" to "Secure Act 2.0 Section 109 – Higher Catch-up Limit by Age"
XJDE0001 version name: from "Sec 109" to "Section 109 – Higher Catch-up Limit by Age"

Changes

Cause

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