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BN55.1 - Defined Contribution or Defined Benefit Acct Balance
**Form Purpose
Use DC/DB Account Balance (BN55.1) to track account balances for each
employee in a defined contribution (DC) or defined benefit (DB) plan.
**Processing Effect
PR197 (Payroll Close) updates the pre-tax, after-tax, and company
contributions for employees for each defined contribution benefit.
Using BN55.1, you can
- load account balances of previous years, and
- adjust forfeitures, investment interest, and company contribution amounts.
A date, time, and userid stamp displays who and when the last manual change
was made.
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
**Form Purpose
Use Vested Amounts (BN55.2) to view employee vesting information including
the numbers of years vested, the vested percent, and the total to date vested
amount.
**More Information
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.
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