Sponsor/Plan info

[Guest haaron]

First, let me warn you all. I'm brand new to the Pension industry, Relius, and Crystal Reports.

Now that I've frightened you all away, I'll explain what I'm trying to do.

I'm trying to create a custom report that will produce a sheet for each Plan Sponsor. Listing, Co Name, Plan Name, Address, Contact info and some plan specifics (ie., year end date, whether or not Loans are allowed, what the Safe Harbor % is, Broker info, Vesting schedule, etc.)

My question is:

Other than Employer, Broker, RPTPlan, what tables would you recommend I use?

Is there already something in Relius that does this that I can modify?

TIA

Heather (the newbie)

[Tom Poje]

you could start with this one.

you can only print this in Crystal (not from Relius custom reports)

you will have to open the file

then click on

Report / Select Expert and delete 'plan name'

I think you have to Refresh the report everytime you use it, but I could be mistaken.

obviously you will have to modify this to meet your needs.

I believe I have the details set so it will only print the most recent plan year you have on the system, if multiple years exist.

good luck

[Guest DottleC2]

If you are looking at a network situation, you may be needing to find the right IT person for the job, tell them that you only want to print a list with your plans, point to the selection expert field, mention your admin id and then duck and run for cover - throw coupons for Pizza and Jolt Cola.

You might consider this approach even if you use a stand alone system.

Regards,

Bill