merging companies

[KoolLady4]

I have 2 companies on with 401k plan on Relius (ver 8.0). companies are now merging.

Any ideas on how we can merge the data easily? One company has around 500 partic. and the other 70 or so.

Thanks

[Tom Poje]

no real easy way I know. In an ideal scenario all this would take place at the start of the year so you only have to worry about begining account balance.

otherwise its your export your census by DER and use the same routine to import.

if it is midyear merger you will probably have to set up your DER and export the account data from transactions - a lot of people I have talked to never even knew that there is a DER feature there.