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Secure Act 2.0 Agent Roth Option - Coggle Diagram
Secure Act 2.0
Agent Roth Option
Goal 1
401k limits
WACC Contribution Limits
Standard Limit
Regular and Roth
New Table instead of card lib with view
For age band limits
Catch Up Limits
Regular and Roth
Roth Catch Up Requirement
for High Earners
Statement Contribution Limits
Standard Limit
Regular and Roth
Catch Up Limits
Regular and Roth
Roth Catch Up Requirement
for High Earners
New indicator or view
Goal 2
REPS Maintenance:
Roth Rates
Roth Contribution Amounts
REPS Add 401k Roth
Rates and Contributions
Statement Screen
Rate Maintenance
401k Screen
View current rates
401k Screen
View Contribution Totals
Goal 3
Producer Statement
Display Roth information
Goal 4
ABS Process Roth Contributions
ABS Calculate 401k Roth
Calculate and store ongoing
401k Negative Earnings Balance
Calculate and store current month's
401k Negative Earnings
Statements Utilize
401k Negative Earnings Balance
December Year-end
Calculate 401k Roth
Goal 5
WACC Process Roth Contributions
WACC Calculate 401k Roth
WACC Utilize
401k Negative Earnings Balance
Goal 6
Omni Receive Roth Contributions
Goal 7
W2 Tax File
ABS process W2 Tax file
for Roth Participants
Goal 8
eProducer View Agent Statement Roth Data
Goal 9
eBen View Agent Roth Statement Data
Goal 10
OSO Vintage View Agent Roth Daily and Statement Data
Goal 11
OSO Next View Agent Roth Daily and Statement Data
Goal 12
Modify Reports for Roth Data
Goal 13
Amend Agent 401k Plan Documents