Custom Reports for 5.0 now available

[Guest]

finally, at long last I have had a few moments to organize and put some reports on our Web page (LDA-FCPA.COM)

amongst these are a number of ADP tests -

alphabetical sort, one version for plans with no match, if there is a match, report will list next to person why ee is excludable from ACP test.

there is even a version using prior years testing that will 'shift' unused deferrals.

(sorry, the 'shift' for current years deferrals will be available soon if I get a moment of fresh air)

please download the ADP description file as well - I offer no guarentees the results will always be correct - though I haven't encountered a problem yet. I always compare results to Quantech's report.

I will have a version that suggests refunds soon, it is almost ready - give me a day off from plans.(Ha, who am I kidding at this time of year) But it is so close to being done!

anyway, feel free to take a look and use what you want.

[Note: my understanding is that some older web browsers haven't been able to pull the reports, so I guess that's life]

[Guest pinsall]

Hi Tom,

I tried to access these reports on your website and got an error message that I don't have rights to access your server?

Thanks

Pat Insall, CPC

(215) 723-8896 ext. 124

[Guest]

we had a crash, and even I can't access the quantech custom reports board I created at the moment. hopefully it will be fixed shortly. I can receive e-mails, but I can't reply to any I receive at the moment.

sorry!

as a note, I have some new reports I am dying to get out there.

One is a Schedule I for the new 5500.

A certificate that projects the balance at retirement (assumes 8% interest with continued deferrals)

an ADP test that will perform the 'shift' option.

so please hold on! we keep getting promises that the web site will be fixed shortly.

thanks for your patience.