Match Calculation levels

[rcline46]

I have a client with 5 levels of match calaculations. This is not possible to do in RA 15.x. Has the number of levels been increased in 16.0/16.1?

Thank you.

[Tom Poje]

ha ha ha. you should of posted this one under humor.

I suppose if its based on years of service you could write a crystal report to set years of svc = match %, multiply by deferral then run te report to excel and import into the match feild.

[Tom Poje]

they did add a BRF report at 16.1, so you can test the match on 3 levels (which doesn't help your 5 levels)

I have one with 4 levels, but there are no HCEs in the highest level (unbelievable) so I don't have to test that level at the moment anyway.

The numbers on the report equaled what I had been getting on my crystal report version, so the results are as expected.

they forgot to put any grouping on the report, so it sorts by soc sec number, but at least thats easy enough to modify.

one interesting side note, the plan I was looking at had a short plan year, 11 months. one individual made 109,000, so when creating a new plan year the system says he will be an NHCE - it has no way of knowing how much comp he made in the previous 12 months, since there was short plan year.