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Posted

I am a new Quantech user, the tech support is closed and I have to get this plan done! Here's the scenario. I have a 100% vested participant who took a distribution of her entire account balance during the plan year. She is not terminated and rec'd an allocation of the forfeitures. I can't get the system to calculate her vested balance correctly. Her vesting years of service are correct and when I go to the account screen it actually says that she is 100% vested, however the vested balance column is 0.00. Does anyone have any good troubleshooting ideas?

Posted

her status code is 'term and fully paid out'

this automatically makes her vested balance = 0

change status to not paid out. after all, she has received forfeitures and is not paid out anyway.

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