TERMINATED INELIGIBLES IN RELIUS

[pmacduff]

I am working on a plan for an employer who, due to the nature of the business, has many employees who terminate before becoming eligible. The prior plan category was "ineligible" and reason not eligible was "fails hours requirement". When I enter the termination date and status of terminated; the system does not change the plan category and reason not eligible to terminated. Why? I liked the software that we used before because it actually had a status for "terminated before becoming eligible to participate". I also manually changed the plan category and reason not eligible for a terminee and after running eligibility, the software changed both of these back to "ineligible" and "fails hours requirement". I would like these employees to show on the Census Verification as terminated. Any ideas? Should I perhaps run eligibility once, reenter my overrides to category and reason, and then run eligibility again? Thanks for any input.

[Sue H]

When an employee terminates, only the status date should be entered. Relius uses the Term Date field to distinguish between terminated participants (who entered the plan and then terminated) from terminated non-participants. Also, if the reason not eligible is other than hours, age or service, the nondiscrimination reports may not properly exclude the ee from testing.

You might want to customize the census report in order to show these ees as terminated instead.

[Guest]

Arrrrrrrrrrrrrrrrrrrrgggggggghhhhhhhh. the ramifications of manually changing those fields require

Twenty lashes with a wet noodle. ok, so I got carried away.

Never touch category code unless its a takeover case. By changing that item you could easily botch up your 410(B) test. e.g. if you change category to terminated and ee has over 500 hours the system might treat that person as includable and not benefiting, which isn't true because ee never entered the plan. (without an entry date, I am really not sure how the system will treat him - but I wouldn't want to take the chance) It might mess up other counts as well.

Modify your census report by adding something like (to @categ:

If CategTest='8' and PLANEE.STATCD = 'T' Then

CategTxt:='Terminated Ineligible'

This tells the system if the category is '8', which means ineligible, AND the status code is 'T', which is terminated - then it will print that message. but only for those that meet both those conditions.

I believe that would do the trick.

It is a language thing, and you are used to one system, but Relius /Qtech might be using slightly different terminology.

I try very hard to explain it this way:

What Qtech calls 'Termination date' is 'termination from the plan', which is not necessarily 'term date from the company'

[pmacduff]

Tom - This is a takeover case. I was entering the 2000 data to "recreate" the 12/31/2000 valuation report, basically to double check the val run. I will be doing admin effective 01/01/2001 and beyond. I have 15 employees in 2000 who did not become participants because they failed the hours and/or service requirement. The prior administrator's 12/31/2000 report shows them as "terminated" and caveats them as never becoming eligible. This is why I was trying to use the category codes to achieve my desired results. Thanks for your comments and thanks to Sue H. also.