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Buckoosier

Otherwise Excludable Employees - ADP Testing

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On a plan with a 1 year wait, with entry on the date of completion of the 1 year, Relius determines the otherwise excludable employees based upon the statutory entry date approach. How do I code Relius to use the plan's entry dates for determining otherwise excludable employees?

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It is top secret classified information, so I probably shouldn't be telling you this.

Please no one else read this spoiler.

but in plan specs

Processing/Transaction settings/eligibility

there is a box you can select to be statutory dates or plan entry dates

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Tom, I wish you had not done that.   Now Robert has to put a contract out on you!  We will miss you, my friend!

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Larry -

I heard it is the other way around. no one will have to put up with my dry humor, songs and attempts at advice anymore. a big plus for most folks.

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Oh c'mon - you are right behind Bob Dylan in the pantheon of great American song-writers! Greatness is never recognized in its own time. When they dedicate the Poje wing of the ERISA section of the Smithsonian, your grandchildren will be proud of you.

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