required diversification notice Options

[Tom Poje]

famous last words, but this report should print a 1 page diversification report for all employees who have stock, have attained age 55 and 10 years of participation. it should also list their year of diversification (if they have less than 7).
under 'details' their are 2 highlighted fields which list the account name. these would probably have to be changed to match whatever you may have. (The particular plan I have has the cash account, a tainted share account and an untainted share account, so I had to pull data from 2 accounts and none others)
You would have to edit the share prices and or dates to match whatever it should be, and possibly some of the verbage (depending on whether this is a preliminary notice or a final notice to participants)

hey, it may not be the greatest report, but it appears to work fine on the plan I have.

Attached File(s)

 esop_Diversify_revised.rpt ( 56K ) Number of downloads: 26