For some clients, the Batch Gap 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 2017 is $18,000 per year plus an additional $6,000 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. |
