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Article DKB00117

DATAIR Knowledge Base Article DKB00117

Category: Retirement Documents
Date Added: 1/1/2002 Last Edited: 1/1/2002

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I just transferred a plan from RDS/Dos into DS/Win but it created a new plan rather than transferring it into an existing plan. Why?

Any transfer of information into DS/Win (or into PR/Win) will look first to the EIN of the sponsor to determine if this is a new company record and then at the 3-digit plan code to determine if it is a new plan for that company. If your EIN in RDS/Dos does not match the EIN that is currently in the Windows database, a new company record will be created. Remember, PR/Win, DS/Win, and CM/Win share the same database, so you now have two company records... one for each of the EINs, and one plan attached to each of those companies. If your EIN in RDS/Dos does match the EIN that is currently in the Windows database, but the 3-Digit plan number in RDS/Dos does not match the 3-Digit plan number in the plan already in the Windows database, the transfer will create a new plan for the employer in the database, thus you now have two plans for the same employer.

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