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BenefitsLink Message Boards > Product User Groups (Unofficial) > Schwab RT Recordkeeping Users
JohnB10
Does anybody know of a way to easily find participants in TrustMark MBA3D that have past-due loan payments? Ideally, we'd like to run a report that crosses plan directories. THANKS!
JimJ
Have you tried this?

*Page 2
*F3 - Loan Processing
*F6 - Loan Delinquency Report
*Symbol File - you will need to build this.

I would suggest that you contact TrustMark support. They may have a symbol file built that they can provide you. If not, send me an email and I'll try to dig ours up for you. This report can be run accross plans or plan by plan.

Good luck,
JimJ
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