I'd like to get a feel for what other Relius users do in this instance:

I have a large (1000+ lives) plan. There are employees that terminate with no compensation in the current plan year. As an example - the client terms the employee as of 04/02/2009 but the employee has 0 hours and $0 comp in 2009. Employee was a participant in 2008; therefore Relius shows them in the 2009 ADP/ACP tests with $0 compensation.

If there weren't many I could just code them with 12/31/2008 term dates and they wouldn't show in '09 testing. But there are a lot of them and I'm wondering if there isn't another better (easier!) way that would maintain the accurate term date per the client's records.

Thoughts?

Do you have a list of the affected people in a spreadsheet?

You could export all the participants and their termination in the plan and do some sort of v-lookup with the other list.

Then weed those people out, change the termination date to blank and import them. Then import the correct termination dates to over write the blank ones. An eligibility trans action post here, a reversal there, and a repost somewhere else and you'd be good.

(I think)

Or you could just hand-do the calculations, subtracting the zero salaries from the participant count.

And a corollary to that: you can export the test to Word (or other word processor) and manually delete them. But, you will still have to manually override the calculations.

I suppose you could modify the ADP report, taking
adpnhcavgpct * adpnhcqty / (adphhcqty - # of ees term 0 comp)
or in census check 'exclude from ADP test' or 'exclude from ACP test'. sorry, I'm not sure what the field name is in crystal.

the census report I use will actually indicate 3 'extra' items on an ee:
term prior year but has comp this year
has 0 comp but is listed as active [which sre the people you are referring to - if you know these, then you could import back into Relius exclude from test]
is 70 1/2

Thanks BG & Tom. I think it may be "easiest" to save the test run to a file and edit the zeros out as BG mentioned.

This client prefers the ADP/ACP test by last name (and not in comp order), but I can always run it in comp order take out the zeros, modify the counts and then resort on last name. Whew! (maybe it was just as easy to go in and override all manually to 12/31/2008; run eligibility and the ADP/ACP, and then go back in and change them back to original dates!)

I would try to do it via DER.

careful BG - she could probably sweet talk you into doing it for her.
..........................

and I should have indicated on my census reports I use the field 'internet address' in census - not for its intended purposes, but rather, I enter something like "Paid Out in 2008" (since they remove code "Z" a few years ago, I wanted something on the census report to indicate that).

I'd do it, but there would be no guarantee that wouldn't accidentally make everyone 100% vested or delete everyone's birth date by accident (or on purpose )

Now Tom - no fair picking on me cuz of my gender....

anyway I will try the DER BG.

thanks for your help guys!!

now lassy, I taught it twas the background aye was pickin on