I have a question regarding the way the system will process someone who terminates in a prior plan year. Version 7.2.

I'm not totally sure of the way it differs from 7.1, but it would appear that unless the entry date is already computed, that a participant who terminates in a prior year, assuming a start-up plan, is evaluated by the system to _Term w/ Brk_. This would probably be more of an issue with very large plans.

I think, but I'm not sure, that I now key the entry date for anyone who terminates prior, then key term and status date as the term date, then key the status as term prior??

Vesting is an issue here ( I would guess )but we were handling that with occasional vesting overrides.

There appears to be a change in the method used to evaluate term priors for takeover plans. I'm sure there must be a way to pattern eligibility processes to suit, but I'm not seeing it. Any comments or suggestions greatly appreciated, even just a light at the end of the tunnel!

Thanks,

Bill

Okay - better now. As long as the met and entry dates are input for 'term. elig. priors' then it will evaluate as term prior - this in the case of a takeover or 'start-up' plan - a first year plan run on Relius admin.

I believe it evaluated the term date first in version 7.1, but am not sure. I can sort of see where this change would be necessary in order to ensure vesting is evaluated properly.

Bill