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DCRet24

Condensed SOA with Shares

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Does anyone have a condensed version of the Summary of Accounts Detail that shows shares and sources, that may be a little prettier than what Relius has that you'd be willing to share?

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version I posted probably won't print because I do something different for plan name. ( I never liked the fact the plan name generally includes the company name so I do something slightly different than most)

this version should work, sorry I didn't think about that

soa shares.rpt

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yes, I bury the plan name without the company name attached in the user defined fields, and is there is nothing in the fields it prints blank. I try to remember to adjust the reports before I post, but the brain gears are getting old and rusty....

 

this is a version of census that will print different warning messages

e.g. comp but term in prior year (catches rehires!), no comp but no term date and lots of other stuff

census to send.rpt

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