FAQ 380: PLANSPEC report not printing both match and PS forfeiture methods

Problem:

When we print the PLANSPEC report from the A9.RMS file, if there are two forfeiture allocation methods for the plan, the report only prints one method.


Solution:

You are not seeing the matching forfeitures section because the matching source (i.e. source 3) is set up as having 100% immediate vesting, so forfeitures would never come into play. If a source is coded with a Vesting Schedule Code on the Vesting screen of "0-100% Immediate", then the forfeitures section for that source is suppressed. If you change the Vesting Schedule Code to one of the other options, save the specs, and re-print the report, you should see the matching forfeitures section showing up.