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How to Transfer Accrual Balance at end of the Plan Year
Summary
How to Transfer Accrual Balance at end of the Plan YearContent
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
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