safe harbor notice crystal report

[Tom Poje]

per a request. here is a crystal report that hopefully will produce the safe harbor notice needed for plan years beginning 2007. (will print vesting and distribution info) This was written at 10.2 I will a version for 11.0 on the 401k board

first I should say I don't have any convoluted plans (e.g. different vesting schedules for dufferent stuff)

one can always add more items by entering data in the user fields.

this report is based on a combination of Corbel's example and (if I remember correctly) Sal "The ERISA Outline Book" example of a few years ago. but maybe I am wrong there, I don't recall where I received my original example.

alpha numeric User fields in plan specs:

#20 deferral changes can be made (e.g. quarterly or monthly, etc)

#21 is compensation definition (e.g. Total or comp less bonus, etc)

#22 and #23 distribution conditions (e.g. upon termination)

#25 contact person (e.g. Blunky the one eyed newt)

#26, #27 and #28 vesting schedule

#26 2yrs 20% 3 yrs 40%

#27 4 yrs 60% 5 yrs 80%

#28 6 yrs 100%

#29 hours for vesting (this might only be available on version 11.0) I added this after the fact. I figured it can't hurt.

As far as I can tell, I have included everything needed. If there is no match then those portions of the report can be surpressed. etc. etc.

[Tom Poje]

please note:

under the 401k board I added some notes or other possible suggestions to this report. the 401k board had the version for 11 rather than 10.