Crystal top heavy report

[pmacduff]

calling Tom Poje....HELP

I have a Crystal top heavy report that I obtained from you some time ago. (I work on a multiple employer plan for which this report is and has been invaluable to me as a timesaver:)!

I am on version 11 and when I went to run the report for 2009 top heavy status...it isn't working properly . The participant balances are huge. I verified the database in Crystal to update the fields but still no luck.

Any ideas?

[Tom Poje]

I know years ago I had written a report (I think it was before one was available in Relius) - I know that report won't work for me now because I was looking at category codes and stuff and those were zap-mi-fied awhile ago.

But I've been using the Relius report (with modifications - put an individual's data on one line instead of a couple, supressed ineligibles, etc) all to cut down on the number of pages that were printing. that report seems to work fine.

I don't even remember what what Relius 11 had. at 13 right now and soon to migrate to 14, so don't know how much help I can be.

I've actually modified my one page plan spec report to print the top heavy %. maybe someday when you really want to get frustrated you'll update and lose 'Z' = paid out and all those other status codes many of my reports had been using!

all that being said:

is the overly large balance and exact multiple of the actual balance - e.g 8 times? if so, then sounds like something is wrong with the linking (or grouping on the report) or something similar, and the report is looping through a couple of times (e.g. it knows total end bal = 1000, but then it loops back because of another source or investment and so the value gets double, quadrupled, etc) but I wouldn't expect that to all of a sudden happen unless something was changed.

[pmacduff]

Thanks for the info Tom. I have the each Employer coded as a separate division and the Relius TH report didn't use to be able to do that. I see now that it can, but it doesn't sub-total by division. I think I'll be modifying it to fit what I need.