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Problem
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Possible Solution
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No link to allocate earnings is available
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- You need a posted beginning balance batch and no ending balance batch to be able to allocate earnings
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No earnings batch is created when you click ‘Update and Create Batch’
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- Beginning balances are all zero and contributions are not weighted
- No assets in the accounts you entered earnings for
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Some participants are not getting earnings
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- Their beginning balance is zero and contributions are not weighted
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A participant who took a 100% distribution is still receiving earnings
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- Distribution batch was not posted when earnings were allocated
- Distribution is less than 100%
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The forfeiture account is sharing in the earnings and I don’t want it to
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- Set up an investment account just for the forfeitures
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