Want to exclude someone forever

[Jim Chad]

I recieve a weekly excel sheet showing compensation from a payroll department. There is comp for a manufacturer's Rep who is not an employee included in it. It is very easy for us to mistake him for a commision salesman of this company and bring him into the Plan.

I want to exclude him and I can see 2 ways to do. I can either create a class or a division of "always excluded". Does anyone see a preference of one over the other?

[JanetM]

Exclude by class - all manufacturing reps. You would not be able to benefit any other reps. You can't exclude if he is an employee. Is he really independent contractor?

[Bill Presson]

I recieve a weekly excel sheet showing compensation from a payroll department. There is comp for a manufacturer's Rep who is not an employee included in it. It is very easy for us to mistake him for a commision salesman of this company and bring him into the Plan.

I want to exclude him and I can see 2 ways to do. I can either create a class or a division of "always excluded". Does anyone see a preference of one over the other?

You need to get the employer to stop sending you information on someone that isn't an employee.

[Jim Chad]

HI Janet: Yes. He is definitely an indepnedant contractor.

Bill, You are right, i'm trying but, I haven't succeeded yet.

For now, I am putting him in a class called excludable as if he were union, etc.

I think Relius will exclude him from testing properly. I haven't had time to check that out yet, though.

[JanetM]

If the plan exclude independant contractors then you don't have to exclude you simply ignore him. He should not be in the data so you may have to make a note to delete him before you do any testing.