DC Plan Contributions (BN330)

Run DC Plan Contributions (BN330) to print a report of investment amounts for defined contribution plans.

The report shows each employee's pre-tax, after-tax, company, and total contributions; and how the contributions are split into investment accounts for the payment date range specified on the report. The report also lists the total contributions by investment account.

An exception report has two sections. The first section lists all new plan participants with their dates of birth and plan entry dates. A new participant has a benefit start date within the reporting period. This section enables a third-party administrator to add the new participant record.

The second section of the exception report lists all plan participants who have a termination date in HR11.1 (Employee) or a benefit stop date within the reporting period. The report lists total vesting hours for terminated employees during the plan year.