Coverage testing

[cdavis25]

Does anyone know of a work around on Relius to test coverage separtely for 401(k) and 401(a)? We want to use statutory exclusions for the 401(a) coverage testing and nondiscrimination testing, but we do not want to do it for 401(k) coverage testing and ADP testing. The client uses prior year testing and statutory exclusions were not used last year.

[Tom Poje]

at least for the first page of the coverage report you could 'hide' the portion you don't want

well, you could open up GND410b.rpt in crystal.

then the subreport GNDBenEE.rpt

then click on report footer a (or b or c) and click on Supress (no drill down) - this will prevent

a 401k or

b 401m or

c nonelective from printing. or any combination you choose.

you could also do the same for the subreport BenAggees.rpt and supress the sections you don't want.

save and run your report without stat exclusions.

then modify the crystal report, and rerun your coverage with stat exclusions.

...................

as a side note, the reports have the language to print only those items you want. I think at one time you could actually select the items you want, but they don't show anywhere on the screen anymore. Either they took that ability away or at one time when they modified the screen they messed up and inadvertantly removed those choices.

[BG5150]

Or you can print them to word and modify them that way.

[cdavis25]

Thanks for responding. Relius said they do not have that ability. I was going to try to avoid the editing of word or crystal, but it appears we have no other option.

[Tom Poje]

interesting.

it doesn't change the fact that the 'logic' is there.

on the coverage test they use the expression

rptlangndtest.incl401ktestcoveragecd which can be Y or N

a similar expression exists for 401m and 401a

if you were to look at the table report it shows up, and says

"Indicate whether 401k disaggreagted 401k plan cobverage data is included in report Y=yes, N =No"

the fields must exist as well, otherwise you would get an error message when you look at the report in crystal indicating the fields don't exist.

also see the screen print - it doesn't show all the possibilities (because that is all I could capture) but they have the logic for showing the following possibilities

k m a

k m

k

k a

m a

m

a

guess the next step is to ask them why they don't turn the silly thing on.

coverage.doc

[Tom Poje]

ok, I played a little with the coverage report. (It is the landscape version)

this report could be copied to the folder containing your own custom reports not the Relius report folder.

currently coded with the word TEMP.

For this report to work instead of the Relius report simply remove the word TEMP. (and then rename when finished or else you need to code every plan's user's fields for the reports you want)

in plan specs user fields: (Y or N = Do you want to include this report)

Alpha 2 Y or N for 401(k)

Alpha 3 Y or N for 401(m)

Alpha 10 Y or N for nonelective 401(a)

Instead of printing all reports it should only print the ones you select.

It is kind of silly. the logic is there for this to work if they added Y or N to the nondiscrim screen. I simply have pointed it to the user fields. (2, 3 and 10 because I'm already using the other fields for other reasons)

GND410BL TEMP.rpt