Entry Dates for Takeover Plan

[Guest CCarter]

Hi-

I am doing the first valuation 3/31/02 for a takeover plan utilizing Relius 7.0. The entry requirements are age 21, 1 year of service (1000 hours), with monthly entry dates. There is also immediate entry if employeed by 1/1/00. Relius is calculating an entry date of 1/1/02 for everyone. We do not recieve hours until the end of the plan year. How can I get Relius to calculate correct entry dates such as 1/1/00?

Thank You

[Archimage]

I have always had the same problem with takeover plans. I have always had to manually calculate the date. I hope someone else can offer a better solution.

[pmacduff]

Relius pulls that 01/01/02 entry date from the Plan Specifications Plan Entry page. Are you using a takeover transaction for any data? Did you try checking the "estimate prior entry dates" on your first eligibility run? Otherwise, I have also had to enter the dates for those who had prior entry dates. Luckily, on the larger clients I have had an Excel file and have simply imported the prior entry dates to Relius. Sorry I can't be more help.