Transfer of Accrual Plan Balance during Global Transfer

Summary:

While performing Global Transfer, accrual plan balance of the employee is not transferred to the new legal entity.

Content (please ensure you mask any confidential information):

The employee has more than one accrual plan and we have performed the global transfer.

Expected Behavior: All plan balances of the employee to be transferred to new legal entity.

Actual Behavior:

Not all the plan balances are transferred as expected. The plans have started with zero balance.

Both the plans configuration is similar.

Plan Setup :

Plan -> Participation ->

Balance Disposition Rule : On Loss of Plan Eligibility Only

Transfer Positive balance Unchecked, Disburse Positive Check, Recover Negative Check