Report showing SH and Discretionary PS Totals by EE

[Guest carsonv]

Does anyone know of a report that splits the total employer contribution into safe harbor and Profit sharing totals? We have a report that shows the amount by source by fund, but we are looking for a total safe harbor and total PS listed by employee.

Any help would be appreciated.

Carson

[Tom Poje]

you didn't say if you are talking summary of accounts or simply a contributions listing. I think I have either, though you would probably have to modify report slightly to match your account name or something.

however, at the moment, they are working on the computers here so I have no access.

Plus you have to ask Head Honcho and Grand Wizard Dave Baker to restore ability to attach a RPT file to these boards. somewhere along the way the system stopped allowing this.

[Guest pensionadmin]

We are new to Relius and the lack of a separate listing of regular and safe harbor profit sharing contributions was a real disappointment here in our office. Either a contribution listing or summary of accounts format would be greatly appreciated!

[Guest carsonv]

I think both would help me at this time. Thanks for your help Tom. Can you email me the reports? Carson@dailyval.com

Thanks again,

Carson

[Archimage]

You can use the Report Grouping Code function to accomplish this. Go into plan specs/account definitions and click on the source tab. Open an employer source and you will see a field called Report Grouping Code. Enter your title for the source and this should solve your problem.

[Guest carsonv]

I have never used a grouping code. I will take a look at it. When I enter a grouping code, what report will show this?

Thanks againg for your help.

Carson

[Archimage]

I believe this feature only works with the summary of accounts reports and the certificates.