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Posted

Below is the validation error report on a 2009 SB that we consider correct and final (sorry I lost the column formatting). The items in bold (my emphasis) are of concern to us.

Questions:

1. Do all validation "errors" result in filing rejections?

2. Anybody else having a problem with #14? Our entry is correct but we cannot get rid of the validation error.

3. Are the other messages harmless?

Any help/comments on these items would be appreciated.

Form Rpt Pg# Rec# Fld# On/Near Line# Message

2009 5500 Sch. SB 42 6 Warning - (DOL I-155SB) The

Actuary (Name), Firm Name

and Signature Date must be

provided on Schedule SB.

2009 5500 Sch. SB 43 6 Warning - (DOL I-158SB) A

copy of the signed Schedule

SB must be attached in PDF

format when a Schedule SB is

provided.

2009 5500 Sch. SB 82 14 Warning - (DOL B-686SB)

Line 14 must equal Line 2(b)

minus the sum of Lines 13(a)

and 13(b) divided by Line

3(d)(2) when Line 4 is not

checked.2009 5500 Sch. SB 165 22 Warning - (DOL B-691SB) The

Weighted Average Retirement

Age needs to be attached

when line 22 has a value.

2009 5500 Sch. SB 169 24 Warning - (DOL I-127SB) The

'Non Prescribed Actuarial

Assumption' needs to be

attached when Line 24 is

marked Yes.

2009 5500 Sch. SB 171 25 Warning - (DOL I-128SB) The

'Method Change' attachment

needs to be attached when

Line 25 is marked Yes.

2009 5500 Sch. SB 173 26 Error - (DOL I-120SB) The

Schedule of Active Participant

Data must be attached when

Line 26 is marked Yes.

2009 5500 Sch. SB 180 32a Error - (DOL I-132SB) The

'Schedule of Shortfall

Amortization Bases' needs to

be attached when Lines 32a or

32b has a value greater than 0.

< 8 > validation errors/warnings were reported

Posted
2. I get that error too (for every plan)... I am assuming it's a rounding error. It hasn't affected any of my efilings.

I thought I heard somewhere that Line #14 should be "truncated" to 2 decimals and not "rounded"... could that be it?

Posted
I thought I heard somewhere that Line #14 should be "truncated" to 2 decimals and not "rounded"... could that be it?

Yes, that's exactly the reason. This warning won't impede the filing.

As for the other bolded "errors", they are because you aren't attaching the attachments in Relius, but probably are doing it in Webclient. If you attach them in Relius, they will go away along with the other attachment warnings.

"What's in the big salad?"

"Big lettuce, big carrots, tomatoes like volleyballs."

Posted

Thanks.

The attachments part makes sense but the truncation theory does not work in this case. In this case the percentage for line 14 would be 95.8707%. Line 14 is entered as 95.87. The error message results.

p.s. Blinky, abanky is another of the 9.

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