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Tom Poje

ssa report for FT william

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I haven't posted this for a while. I don't know if FT William still has it available - at one time they had pulled this custom report and had it available. I have never had a problem with it as far as pulling data from Relius and then pasting it into the FT William file and then importing it into the SSA file on FT William. (after just running it for a particularly large plan I am thankful for it)

the notes my be a little old, but heck, I'm getting to lazy to post something for nothing. sorry, I can't attach the 8955sample.csv because benefits link doesn't allow a csv attachment..

notes on SSA report.doc

SSA .rpt

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