 Custom Reports, Hardship Calculation |
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 May 9 2007, 12:56 PM
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#1
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Registered User Group: Registered Posts: 43 Joined: 15-December 00 Member No.: 5,936  |
Does anyone have a Crystal report that pulls inception to date deferrals for calculating hardships?
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May 9 2007, 01:13 PM
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#2
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Registered User Group: Sitewide Moderator Posts: 1,254 Joined: 24-February 00 Member No.: 3,694 |
IN RA 11.1 there is a report under Query that lists hardship amounts.
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May 9 2007, 02:32 PM
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#3
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Moderator Group: Sitewide Moderator Posts: 3,933 Joined: 26-August 98 From: Florida (land of hot humid summers) Member No.: 1,560 |
this report had been working, though I haven't used it in awhile. Posted it before and no one complained.
of course the data is only as good as what has been entered on the system. e.g. If you took over a plan a plan in 2002 then it will only know about deferrals since that date (unless you entered prior deferrals. I believe you have to click on 'zero activity accounts' or however the is worded. this would pull data from accounts that might have been in funds that were closed out. lets see, I think it pulls all prior years contributions, but it does list which ones are deferrals and which ones are match, etc. so use just the deferrals - of course. plus it pulls current years contrib. as always, use at own risk, but this appears to work. |
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