I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them.
Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor?
Full Version: trying to upload vesting to John Hancock
BenefitsLink Message Boards > Product User Groups (Unofficial) > Relius Administration (Quantech) Users
QUOTE (Jim Chad @ Sep 23 2008, 04:13 PM) 
I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them.
Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor?
Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor?
Can you not use a Data Entry Routine and export? I have a client that I send a report to each year in excel with the vested percent. It's a very large case and full of term's and rerhires so I actually export the vested percent, and years of vested service so I can check that the vesting is correct.
We also use a Data Entry Routine export to get the data we need in Excel to upload to John Hancock.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.