A different kind of retirement plan | Empower Retirement
Forfeiture/Unallocated Plan Asset Account DetailDESCRIPTION:This report generates Forfeiture and Unallocated Plan Asset balances by money source and investment option with an itemization of transactions occurring within these accounts for a specified date range. The report is available in three versions: Detail, Summary and Grand Total. For plans in which we store forfeiture balances/activity at a divisional level, the report provides data specific to each division.AVAILABLE FORMATS:Excel:Recommended for data sorting and formattingPDF:Recommended for viewing and printing formatted text and graphicsWord:Alternate option for viewing and printing formatted text and graphicsFAQ’sQ: Why does my report not display division information for total balances and transactions?A: Plan-level forfeiture balances and activity will only display by division if your plan is set up with us to record-keep forfeiture account information by division. However, division information will display as it relates to participant-level forfeiture activity, i.e. Participant John Doe from Division ABC forfeited $x.xx as a result of a withdrawal. ?DATA SPECIFICATIONS:Plan NumberDivision, if applicableBegin DateEnd DateReport TypeSort OrderOUTPUT COLUMNSDetail VersionSummary VersionGrand Total VersionForfeiture/UPA ActivityForfeiture/UPA ActivityForfeiture/UPA ActivityEventMoney SourceDivisionEffective DateMoney Source DescriptionAmountPayroll DateDivisionShares/UnitsSSNInvestment IDSSN ExtInvestment NameParticipant NameAmountMoney SourceShares/UnitsMoney Source DescriptionDivisionInvestment IDInvestment NameAmountShares/Units ................
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