Cumulative Deferral Info for Hardships

[pmacduff]

Seems to me I recalled a past thread on this, but I can't find it.

I have 5 plan years on the system for a client from inception to current date. I want to run a report to pull the cumulative 401(k) contribution amounts for all participants for all plan years. Is this even possible? Anybody have a Crystal report that does this...Tom....???

Thanks in advance !

[Tom Poje]

yes. send me your e-mail and I will e-mail you the report. It will cost you a smile in my general direction.

(sorry, I can't post that type of report on benefits link. I think it is a security blocker at this end, though I can post excel files, so who knows)

Heck, its been so long since I used this report my brief note at the top of the report says you have to click on zero activity accounts to make it work. that was a precaution if you had investment choices and one of those choices used to have money but no longer does.