nondiscrimination reports

[Tom Poje]

has anyone else tried the latest version from the website bulletin board?

while it uses the defaults as coded in plan specs which is a great feature, i have encountered the following problems (curious if anyone else has):

1. printing of avg ben % test.

if ee is includable and not benefiting, the ee might cause the report to print out of alignment...e.g. the next participant starts printing in the middle of the report.

2. the non-benefiting non-excludable feature no longer works with the avg benefits % test

3. coverage appears to be including terms with less than 500 hours. (or at least a few extra bodies)

I saved the old version of rdiscrim and have gone back to that for now.

[Tom Poje]

I just got the word from Relius-land -

"fyi, we are fixing the following with the latest non discrim...

1) On the Average Benefit Percentage Test, ees who are includable but not

benefiting cause the ee following to begin printing before advancing to the next

line, causing havoc on the report

2) Amounts entered in the Non-benefiting non-excludables frame are not picked up

in all totals:

- Employees Benefiting report includes them in 401(a) but not (k) or (m) (they

are listed but not added to the total for these columns)

- Employees Included in Coverage Tests includes them in the Included for Base

column, but not the Included in ABT due to this plan column

- Average Benefit Percentage Test does not include them at all

- Minimum Participation Test Summary includes them in Total Employees but not

Total Non-Excludables (and therefore not 40% of Non-Excludables)

- Section 410(B) Coverage Test includes them in 401(a) but not (k) or (m)

3) Current year terminees with less than 500 hours are not being handled

properly, and are being counted as "not benefiting" when they should be

"excludable."