another possible statement with notice

[Tom Poje]

'ab'use at your own risk.

I of course offer no guarantees on any reports, this one seems to be working well for the way I have been running things.

for vesting % to print requires the plan user alphanumeric fields to be filled in

{UDFDATA.ALPHA030} through {UDFDATA.ALPHA036}

e.g. 0 years would be 0% for {UDFDATA.ALPHA030}

1 year would be 20% for {UDFDATA.ALPHA031} etc.

this assumes one does not have 2 different vesting schedules for match and profit sharing.

if {UDFDATA.ALPHA037} is no then the message about integration will not print.

This will print the diversification notice, plus

This certificate prints a variety of different possibilities, depending on if participant has a balance in that source - so the look might vary even in the same plan

(D = deferral, M= Match, L= Loan, P = Profit Sharing, R = Rollover, A = AFter tax)

DM

DML

DMP

DMA

DMPA

DMPL

DMPR

DMR

well, last I checked it did a good job of filtering things out, and usually not printing a source that was 0.

(unless the ee didn't defer). well, I didn't include transfers on some of them, so if an after tax is transferred in that won't print.

but what the heck, it is a use at your own risk, so what do you expect. at least it fits on one page (I think)