Our management has decided to use as little customized Crystal Reports as possible to avoid having to do a lot of updating when we receive new versions of Relius. This means we scrapped a great report we used to determine which employees go on Schedule SSA as well as one we had written to use as the attachment to the Sch SSA.

So, now we're trying to use the ActTerm report (RW, Summary of Accounts, Detail) to get information for use on Schedule SSA. This can be quite tedious, especially on a large plan, so I'm wondering if anyone out there has any other solution?

Depends on how much patience you have <GGGGG>.

The 8.3 release which is expected in June / July is scheduled to include a link from Relius to the SSA. This might provide a real time saving IF you use government forms.