FAQ 92: How to exclude matching section from plan specs report


We would like to include the Summary of Major Plan Provisions with our year end packages to our clients. How do we code our system to omit the Employer Match descriptions in a case where ER Match does not apply?


Assuming that you are printing the PLANSPEC report from Reporter, you simply have to remove the Source Description that is assigned to source 3 in the source specs. Go into the source 3 specs, delete the entry in the Source Description field for that source, save the specs, and re-print the report and you shouldn't see anything related to employer matching on that report.