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Terminated Workers who Retire after plan year - Eligibility

Received Response
edited Apr 12, 2021 5:00PM in Compensation 3 comments


I wanted to see how others are handling employees who retire after the plan year but are still eligible before the payout.  I know that if the population is small, it could be handled manually.  However, the retirement population could have larger populations depending on the workforce.  Since the client will use a nightly refresh after the end of the plan year, these employees will show up as ineligible on Compensation Worksheet for the WFC Plan.  Though, if termination reason is identified on the compensation worksheet. those employees can be reprocessed individually at the end of plan year so they

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