Release 2026.0 and later

Starting with release 2026.0, Sage 50 supports the Super-Catchup requirement contribution as defined by the SECURE 2.0 Act. There’s now a third option in the Catch Up drop-down field in Employee Maintenance for Yes - Super.

1. Click Maintain, Employees/Sales Reps.
2. Select the Employee ID.
3. Click the Withholding Info tab.
4. Locate the retirement benefit in the Payroll Field Names and go over to the Catch Up column.
   • For a catch-up contribution, select Yes
   • For the Super-Catchup contribution, select Yes - Super
     
5. Click Save.

Release 2024 and earlier

Standard catch-up

1. Click Maintain, Employees/Sales Reps.
2. Select the Employee ID.
3. Click the Withholding Info tab.
4. Locate the retirement benefit in the Payroll Field Names and go over to the Catch Up column. Change No to Yes and click Save.

Super-Catchup requirement contribution

To apply the higher Super-Catchup limits in version 2024 and earlier, you must manually update your existing User-Maintained retirement formulas. Contact Sage 50 US Support or your Sage Certified Partner for assistance with correctly making these updates.

 NOTE: We highly recommend upgrading to release 2026.0 when it's available, as it contains the necessary fields and variables for the Super-Catchup to work properly.