Distribution Database..

[doran_doran]

Hi,

Let me start with little backgroud. We are in a retirement or pension business. For example, we are 401(k) provider for ABC, LLL and XYZ companies. Every year we collect census from these clients (participants name, ssn, birth date, hire date, rehire, term and other financial data).

Our customer service uses this database to calculate vesting for individual participants.

However, we have many vesting schedules (tblVesting, this table has all differnt vesting schedule).

For example, 3 cliff means
0 year of service 0%
1 year of service 0%
2 year of service 0%
3 year of service 100%

So, there are many vesting schedules and every company design this with IRS when they design their 401(k) or other pension plans.

Please download my attached database.
http://www.makeup123.com/DistribDB/Sample FrontEnd.zip

Currently, vesting working but I put the schedule behind a button. I dont like doing this. I rather read the table (tblVesting) and calculate based on table.

tblGrpInfo has client related information and what type of vesting they want for different sources.
sources mean money source. Employee's money is 100% vested. so, we are doing this calculation of Employer match money. Some Employers even have two different matches.

tblPartInfo has participant information.

I am sure I going to be asked lots of questions b/c I know I am not good at writing scenerios. Please Please post any concerns.

Regards
Moe
Sample Database: http://www.makeup123.com/DistribDB/Sample FrontEnd.zip