Custom Reports

[TPAVP]

Does anyone have a Crystal report that pulls inception to date deferrals for calculating hardships?

[rcline46]

IN RA 11.1 there is a report under Query that lists hardship amounts.

[Tom Poje]

this report had been working, though I haven't used it in awhile. Posted it before and no one complained.

of course the data is only as good as what has been entered on the system.

e.g. If you took over a plan a plan in 2002 then it will only know about deferrals since that date (unless you entered prior deferrals.

I believe you have to click on 'zero activity accounts' or however the is worded. this would pull data from accounts that might have been in funds that were closed out.

lets see, I think it pulls all prior years contributions, but it does list which ones are deferrals and which ones are match, etc. so use just the deferrals - of course. plus it pulls current years contrib.

as always, use at own risk, but this appears to work.