BN55.1 - DC/DB Account Balance
Use BN55.1 (DC/DB Account Balance) to track account balances for each
employee in a defined contribution (DC) or defined benefit (DB) plan.
PR197 (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.
A date, time, and userid stamp displays who and when the last manual change
was made.
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
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