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Retirement plan entry file revisited

  1. #1
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    Retirement plan entry file revisited

    This time, I hope to figure out retroactive entry. The idea entails this situation; if someone works 1,000 hours during the first six months of the plan year, they retroactively enter the plan as of the first day of the plan year. However, if they do not complete the 1,000 hours till after the first six months of the plan year, they do not enter until the first day of the next plan year.

    I already have a file set up for entry, but I have not figured out retroactive entry yet.
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  2. #2
    Forum Guru DonkeyOte's Avatar
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    Re: Retirement plan entry file revisited

    Where are you looking to do this calculation - it's not clear I'm afraid. Generally useful to post expected results also.

    In general think about using a SUMIF test based on the date headers (or a simple SUM of range (determined by INDEX perhaps), test the subsequent result to see if > 1000 or not.

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