401k

unknown

Hello. For the 2018 plan year I went into BN15 and updated the 401k plan for 2018 IRS guidelines. When I drill around on an employee (All Benefits, Current Benefits, DC, DC/DB Total Annual Contribution) I don't see a 2018 YTD Contribution Detail. It looks like the 2018 YTD are showing under the 2017 plan year. Was there an extra step that should have been updated when updating BN15?

Also, is there a way to pull reporting from the Employee Drill Around?

unknown

Not sure if your issue is the same as what our issue is but on BN15 the plan effective date is 12/01/13 so our "YTD totals" on drill around and on BN55 are off. For the 2013 year it is pulling 12/1/13-11/30/14. (Thankfully, this YTD total is not interfering with emps meeting annual limits.) We opened a ticket with Lawson about changing the BN15 effective date to 1/1/14 in order to have the BN55 totals match PR52 totals but we never received a direct answer if this will fix the issue or make it worse.

Lawson advised us to do testing before making the change to see the impact. Since this is not affecting Payroll it has been pushed to the bottom of the to do list.