Explain "Unable to complete calculation..."
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For some clients, the Participant Gap Analysis Report may show the "Unable to complete calculation..." shown below.
This is caused when TRAK cannot fund the projected retirement shortfall, even with the maximum contribution level (the maximum contribution level for 2022 is $20,500 per year plus an additional $6,500 for individuals 50 and over).
| Note: | This may be a opportunity! The client may have switched jobs, joined the new employer and has other retirement accounts with a previous employer. |