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Posted

ok, a humble attempt at providing another report.

since you are allowed to produce a computer generated report for the SSA, this is one such attempt.

I suppose non calender year plans won't always work.

This (hopefully) will produce a list of all terms who termed 1 year ago (e.g. plan year end - term year end = 1) and code them as an A

and a list of all paid out ees in which plan year end - term year end >1 and code them as a D

I never offer any guarantees, but it looks like it is working.

If nothing else, maybe it will give you a good working list to put on the SSA

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