Buckoosier Posted January 23, 2018 Posted January 23, 2018 On a plan with a 1 year wait, with entry on the date of completion of the 1 year, Relius determines the otherwise excludable employees based upon the statutory entry date approach. How do I code Relius to use the plan's entry dates for determining otherwise excludable employees?
ETA Consulting LLC Posted January 23, 2018 Posted January 23, 2018 Why not code it to not run separate testing of otherwise excludable employees? Good Luck! CPC, QPA, QKA, TGPC, ERPA
Tom Poje Posted January 23, 2018 Posted January 23, 2018 It is top secret classified information, so I probably shouldn't be telling you this. Please no one else read this spoiler. but in plan specs Processing/Transaction settings/eligibility there is a box you can select to be statutory dates or plan entry dates
Larry Starr Posted January 24, 2018 Posted January 24, 2018 Tom, I wish you had not done that. Now Robert has to put a contract out on you! We will miss you, my friend! John Feldt ERPA CPC QPA 1 Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
Tom Poje Posted January 25, 2018 Posted January 25, 2018 Larry - I heard it is the other way around. no one will have to put up with my dry humor, songs and attempts at advice anymore. a big plus for most folks.
Belgarath Posted January 26, 2018 Posted January 26, 2018 Oh c'mon - you are right behind Bob Dylan in the pantheon of great American song-writers! Greatness is never recognized in its own time. When they dedicate the Poje wing of the ERISA section of the Smithsonian, your grandchildren will be proud of you.
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