BN55.1 - CODA Account Balance

Use BN55.1 (CODA Account Balance) to track CODA (Cash Or Deferred
Arrangement) account balances for each employee in a defined contribution
plan.

PR199 (Payroll Close) updates the pre-tax, after-tax, and company
contributions for employees for each defined contribution benefit.

Using BN55.1, you can 1) load account balances of previous years, and 2)
adjust forfeitures, investment interest, and company contribution amounts.

For more information on vesting, see the form text in BN57.1 (Vesting Hours).

Updated Files

    CODA       - The Cash/Deferred Account History file is accessed by this
                 program.


Referenced Files

    BENEFIT    - The Employee Benefit file contains employee benefit records
                 for all benefit types.

                 The Employee Benefit file is used to verify employee benefit
                 records.

    BNCOMPANY  - The Benefit Company Parameters file is used to verify company
                 information.

    EMPLOYEE   - The Employee file is used to verify employees.

    HRSECLEV   - The Employee Security Level file is accessed by this program.

    PAEMPLOYEE - The Employee PA Information file is used to verify employees.

    PLAN       - The Benefit Plan file is used to verify plan codes.

    PRSYSTEM   - The HR Company and Process Levels file is used to verify
                 company information.


BN55.2 - Vested Amounts

The Vested Amounts subform displays employee vesting information including
the numbers of years vested, the vested percent, and the total to date vested
amount.

Note: You access this subform by choosing the Totals button in BN55.1 (CODA
Account Balance).

Updated Files

    None.


Referenced Files

    CODA       - The Cash/Deferred Account History file is accessed by this
                 program.

    EMPLOYEE   - The Employee file is used to verify employees.

    PAEMPLOYEE - The Employee PA Information file is used to verify employees.

    PLAN       - The Benefit Plan file is used to verify plan codes.

    VESTHOURS  - The Employee Vesting Hours file is used by common routine.

    VESTSCHDDT - The Benefit Plan Vesting Schedule file is used to access
                 vesting schedule detail.


INVOKED Programs

    HRFN