Jim Chad Posted September 23, 2008 Posted September 23, 2008 I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them. Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor?
SheilaD Posted September 25, 2008 Posted September 25, 2008 I am trying to upload vesting information to John Hancock. I do not have the module that lets RA link to them.Does anyone know of a report that will print in an Excel compatible format and have the vesting for Discretionary nonelective seperate from Safe Harbor? Can you not use a Data Entry Routine and export? I have a client that I send a report to each year in excel with the vested percent. It's a very large case and full of term's and rerhires so I actually export the vested percent, and years of vested service so I can check that the vesting is correct.
Guest arw Posted October 16, 2008 Posted October 16, 2008 We also use a Data Entry Routine export to get the data we need in Excel to upload to John Hancock.
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