Impact of Partial Accrual Period Proration on positive balance during transfer — Cloud Customer Connect
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Impact of Partial Accrual Period Proration on positive balance during transfer

Summary:

We have a requirement where there is a need to transfer the positive balance on transfer to a new legal employer, we have checked all the necessary options. However, we also have the setup the field Partial Accrual Period Proration Rule to "Based on Days Spent in Plan" which is impacting the positive balance during transfer, when this value is selected it proceeds to calculate the plan balance based on the days spent instead of transferring the current balance from source plan to target plan. But, when the value for Partial Accrual Period Proration is null, the current balance from source plan gets transferred to the target plan.

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