top heavy report (crystal version)

[Tom Poje]

ok, here is an attempted version at top heavy.

now that the 5 year lookback no longer applies it makes it a little easier.

I think (that is a debatable statement to start with), but I think I now have it set that anyone who "Key current year" > 1 will show as former key in all my calculations, but I might have missed one. It used to be set to >5 for the 5 year rule.

The last few plans I have run have matched Relius. There have been times in the past the numbers have differed a little, but not enough to make a difference in indicating if the plan was top heavy.

There is also a % indicating the top heavy % after elimnating the account balances of all terminees - sort of a crude projection for the following year.

This report does not include any in-service distributions.

I suppose that would be easy to use if they were entered as a user defined field in plan specs, but since I am lazy, etc I leave that to anyone who really wants to fool with the report.

Ineligibles do not show on the report, and ees with 0 balance do not show, so at the minimum this cuts down on the amount of paper vs the standard report that comes with the system.

Always compare results to Relius just to make sure of things. There could always be some things I missed in the totals that I don't come across often - e.g hardships and stuff like that. just never tested for everything.

[Guest Tbrown]

You know Tom, I have long been amazed at your Crystal and Non-discrimination knowledge, but sometimes I get a little worried about you. Do you ever get out of the office?

Tim

[Tom Poje]

Tim:

I figure Dave has the system working for posting reports right now, but you never know when it when it might break again. And only more than glad to share some of them.

Between church and work I do find time to bake bread, make chocolates, bake cookies (Valentines just passed, yum for the Linzer hearts)

Hamentaschen cookies for feast of Purim (March 6) and then some stuff for St Patricks.