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Plan List report


Tom Poje
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This report will give a listing of all plans on the system.

this is not run out of Report Writer - rather you open the report in Crystal

View/Print Preview

This version will only print the most recent plan year of any given plan (not all plan years)

the 'select' option is set to pull only DC plans (but you could change that if you want or have DB plans.

the report is currently what I call a 'sample' of what you could pull - it currently shows NRA, top heavy status for next year and the vesting schedule (I think of the first account), but obviously could be modified to pull any particular item from plan specs you might want.

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