How would I ensure that a participant is not going to get her status set as Terminee, assuming the employee has terminated after the eligibility requirements of the plan were met, but prior to entry date?

Having trouble getting this particular fact pattern to set correctly when I'm running year-end eligibility transactions. It could be that I'm just overlooking it and making the error myself, but I'm trying to eliminate the possibility that this isn't user error:) The odd exception in this case may be that I only ran two eligibility transations - one at the beginning, one at the end of the plan year.

The example I have before me is a six month eligibility req't, qtrly entry. Employee was hired 7/16/2002, and terminated 2/1/2002. The entry date got calculated as 04/01/2002, and the Status is set as Term with Break (incorrect).

This is really causing me some headaches - any comments, suggestions, or tomatoes greatly appreciated.

Thanks in advance,

Bill

Bill - I assume you mean terminated 02/01/03 entry date is 04/01/03, right? I guess you want her to show as Ineligible??, which I don't think the Relius system will do because she already satisfied the eligibility and was just waiting to enter. What is the issue here? Given the data you gave, I think it is correct in the system. Is there a testing issue or something? Sorry I'm not being any help.......... I just didn't know what you were striving for............Patti

I forgot to mention that this is a 12/31/2002 valuation.

The issue is as you mentioned is; "which I don't think the Relius system will do because she already satisfied the eligibility and was just waiting to enter "

In my thinking, she should not be eligible for the plan. Therefor, because it's a 2002 valuation that I'm referring to, I think it is incorrect in my system. It may be the case that it's a flaw in the way I process balance forward plans on Relius.

I'm striving for pefection just kidding. The data that you use in your example would be the case if my example were a 12/31/2003 valuation. I wasn't clear that the valuation is a 2002. I'm kind of stumbling through this. I think what happened, is that, stupid me, I keyed the participant as a term w/ break.

Is it Friday yet?

Regards,

Bill

Bill - I can't wait for Friday either, but the reason I assumed [B]03[/B] as the term & Participation dates is that your original thread said she was hired on 07/16/2002. If she was hired 07/2002, then she couldn't have terminated 02/02...are you with me? That being said, I agree on a 12/31/02 valuation report that she should show as ineligible! My thing would be as you said, I wouldn't enter a "future" termination date until the val period in which it occurs. I think we're on the same page now! Patti

oops...sorry about that. I meant to type in hired 07/16/2001. Now that I've completely botched this thread... it's almost Thursday. I agree too that she should be ineligible.

I put an exception flag in the census - it only prints on Fridays (jk):

'''basic format
if isnull({PLANEE.TERMDATE}) then

else
if {RPTEE.STATCD}= "T" then
if isnull({PLANEE.TERMDATE}) then
else
e1= {PLANEE.ENTDATE}
t1= {PLANEE.TERMDATE}
dteEntry1 = DateSerial(Year(e1),Month(e1),Day(e1))
dteTerm1 = DateSerial(Year(t1),Month(t1),Day(t1))
if dteTerm1 < dteEntry1 then
lngExceptionFlag1 = 1
else
lngExceptionFlag1 = 0
end if
end if
End if

end if
formula = lngExceptionFlag1

sum(lngExceptionFlag1) in report footer

Thanks for hanging in there with me on this,

Bill