 trying to upload vesting to John Hancock |
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 Sep 23 2008, 03:13 PM
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#1
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Registered User Group: Registered Posts: 543 Joined: 19-January 00 From: Michigan Member No.: 3,471  |
I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them.
Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor? |
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Sep 25 2008, 07:02 AM
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#2
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Registered User Group: Registered Posts: 81 Joined: 18-February 08 From: New Jersey Member No.: 26,571 |
QUOTE (Jim Chad @ Sep 23 2008, 04:13 PM)  I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them. Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor? Can you not use a Data Entry Routine and export? I have a client that I send a report to each year in excel with the vested percent. It's a very large case and full of term's and rerhires so I actually export the vested percent, and years of vested service so I can check that the vesting is correct. |
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Oct 16 2008, 01:36 PM
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#3
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Registered User Group: Registered Posts: 2 Joined: 12-March 08 Member No.: 26,668 |
We also use a Data Entry Routine export to get the data we need in Excel to upload to John Hancock.
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