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> Head count for billing purposes
Jim Chad
post Jul 2 2007, 03:00 PM
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I bill some of my Plans on the basis of Participant defined as Eligible +terminated with account balance.

Does anyone know of a report which shows active Participants and account balance for version 12X?

It would be great if it counted them, but I would settle for a report with a column of names, column showing status and a 3rd column showing account value, preferably vested value.
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wcoleman
post Jul 3 2007, 10:22 AM
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Jim -

This report has more info than you would like, but it will only pick up those people who have (or had) account balances during the period. Be forewarned - if someone is eligible but has no account balance, they will not be picked up.

-Wendy
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Attached File  DistrPkg.rpt ( 24.5K ) Number of downloads: 48
 
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