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Quantech Southern Users Group Meeting recently held in Atlanta


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Guest Theresa
Posted

For those of you who may have attended the Quantech Southern Users Group Meeting in Atlanta, I was curious if there was anything that we might have missed by not coming. Are there any notes or material that might be obtained for those who did not attend?

Posted

Since my boss is the 'Empress' of the Southern User Group, I can say the following:

always lots of goodies.

I did pass out some Crystal reports that do the ADP test. Someday I hope to get them attached to our Web site (LD&A) so anybody can have access to them. These reports sort alphabetically, and include a column listing reason why an ee is excludable from ACP test. Also have a version which lists ADP results only - if there is no match. These reports do not offer suggested corection if plan fails (yet),

however they do at least look like all the other crystal reports you give to the client.

also gave out a program that checks your data base for vesting schedules. with update 5.0, the vesting schedules have been moved/changed, etc. If, for example you have a 2/20 vesting schedule, but the predefined table option says 'none', then the system creates a new predefined vesting schedule for you and calls it your plan ID. I give a heavy recommendation towards naming all vesting schedules if possible before converting.

Those were probably the main items of interest as far as the Quantech end of things goes.

The next meeting is Aug 6 and 7 (Fri/Sat) in Orlando. Friday afternoon talk by Fidelity and then I will give a talk on tips and tricks on the system.

Saturday will consist of 4 to 6 sesions given by a Quantech representaive (bring your tomatoes)

Amongst the topics covered will be:

Transaction processing, distribution processing and loan processing.

More details shortly!

(Reports are availabe from Atlanta, but if you are going to Orlando in August, I will have them available again.)

Posted

Tom- Would you mind sharing your ADP test report with the users in the NorthEast?

Posted

I prefer them being shared at a user group meeting. mainly cuz it hits a bunch of users at once, and there are certain items about the reports that should be discussed...e.g. make sure plan specs are coded this way. Not that I don't trust people to read notes, but it helps to hear a topic discussed. (Plus I won't have to email the reports to a gazillion users)

have head of the user group send me an e-mail. (This applies to all user group heads, since I imagine other meetings are coming up shortly)

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