How to Transfer Accrual Balance at end of the Plan Year

Summary

How to Transfer Accrual Balance at end of the Plan Year

Content

Hello Experts,

We have requirement,

PLAN A and PLAN B. Both are accrual Plans. Plan A Plan year is 07/01 to 06/30. Carry over limit is 100 hrs.

Along with the Carry over we want to transfer the additional balance to Plan B. Eg: If Balance is 120 then 100 is Carried over and 20 should be transferred to Plan B.

Should I need to use: Transfer Limit Rule in Participation tab along with Target Plan FF or Roll Over Limit Formula in Accrual Tab.

Appreciate your help.

Regards

Chinna

Version

R13 19A