In-service distributions are not being added back to the balances in the TH test In-service distributions are not being added back to the balances in the TH test

In-service distributions are not being added back to the balances in the TH test

Jane Nickalls Jane Nickalls
  • The first year in ftwilliam, you should add in-service distribution amounts for the five years ending with the current year. These are entered in the standard first year supplemental grid, '* ftw First Year Supplemental Grid'. Year one is the current plan year. Note that distribution amounts added to this grid will only be added back to the test if they are entered the first year the plan is in the ftwilliam.com software.
  • Distributions taken in later years will pull from the transaction menu - they need to be coded as 'In Service'.

Add comment

Please sign in to leave a comment.