Has anyone ever had the occasion to design a report or have a report designed that would list, by plan, cash flow?
For example:
1. Secify a period (month or quarter)
2. print out a list by plan to Excel that shows for all plans, individually, for the period:
Plan Name Total Transfer in/out Total Def dep Total ER dep Total Distributions
Did you design it? Have Relius design it?
Thanks