JohnSett

In Plan Specs>Fee Schedule Assignments>Asset Fees set the Forfeiture Suspense drop down menu to "Exhaust suspense account before........" When you add the fee transaction, the Fee Type will default to General. This must be changed to Asset for the fee to be applied to the forfeiture account first.

In Plan Specs, change the basis for match to YTD minus prior contributions. Then post a match contribution as of year end. Relius will calculate the match for EEs who are under the calculated amount but will not reduce anyone who was over the calculated amount for the year.