Tom Poje Posted October 17, 2006 Share Posted October 17, 2006 per a request. here is a crystal report that hopefully will produce the safe harbor notice needed for plan years beginning 2007. (will print vesting and distribution info) This was written at 10.2 I will a version for 11.0 on the 401k board first I should say I don't have any convoluted plans (e.g. different vesting schedules for dufferent stuff) one can always add more items by entering data in the user fields. this report is based on a combination of Corbel's example and (if I remember correctly) Sal "The ERISA Outline Book" example of a few years ago. but maybe I am wrong there, I don't recall where I received my original example. alpha numeric User fields in plan specs: #20 deferral changes can be made (e.g. quarterly or monthly, etc) #21 is compensation definition (e.g. Total or comp less bonus, etc) #22 and #23 distribution conditions (e.g. upon termination) #25 contact person (e.g. Blunky the one eyed newt) #26, #27 and #28 vesting schedule #26 2yrs 20% 3 yrs 40% #27 4 yrs 60% 5 yrs 80% #28 6 yrs 100% #29 hours for vesting (this might only be available on version 11.0) I added this after the fact. I figured it can't hurt. As far as I can tell, I have included everything needed. If there is no match then those portions of the report can be surpressed. etc. etc. Link to comment Share on other sites More sharing options...
Tom Poje Posted November 7, 2006 Author Share Posted November 7, 2006 please note: under the 401k board I added some notes or other possible suggestions to this report. the 401k board had the version for 11 rather than 10. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now