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Posted

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?

Posted

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

Posted

Tom, I wish you had not done that.   Now Robert has to put a contract out on you!  We will miss you, my friend!

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

Posted

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.

Posted

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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