Participant has an account balance and is not fully vested (as defined by the plan document)
AV
Active Vested
Participant has an account balance and is fully vested (as defined by the plan document)
C
Death Not Processed
Participant's vested account balance has not been distributed to the beneficiaries
CD
Contract Discontinuance
The client has terminated their contract with the service provider
D
Disabled
Participant is not contributing to the plan due to disability
DB
Termination - Death
Participant's account balance has been distributed to the beneficiaries
DN
Deferral - Not Vested
Participant has ended employment and elected to defer distribution of plan benefits. The participant is not fully vested (as defined in the plan document)
DP
Delete or Pending Purge
Participant has no account balance, and all tax information has been processed. The participant's information will be deleted from the database
DR
Distribution Restricted
Distribution of plan benefits has been restricted by the client
DV
Deferral - Vested
Participant has ended employment and elected to defer distribution of plan benefits. The participant is fully vested (as defined in the plan document)
GA
Golden Age
Participant has reached the age of 55
KP
Keep Participant
Participant has no account balance, and all tax information has been processed; however, the client does not want the participant's information deleted from the database
N
New
New enrollment with no account balance
PD
Plan Discontinuance
The client has terminated their defined contribution plan
PF
Potentially Forfeitable
Participant has terminated employment and received the vested portion of his account balance. The non-vested portion may be forfeited at the client's discretion
R
Reinstated
Participant may now contribute to the plan, after having fulfilled the suspension period
RT
Retired
Participant has retired from the company, but has not received his plan benefits
S
Suspended
Employee is restricted from participating in the plan
S1
Suspended From Contributing For 1 Year
Participant may not contribute to the plan for one year
S2
Suspended From Contributing For 2 Years
Participant may not contribute to the plan for two years
TD
Termination - Disability
Participant has ended employment due to disability, and has received his plan benefits
TN
Terminated Non-Vested
Participant has ended employment, and has received only the vested portion of his account balance
TR
Termination - Retirement
Participant has retired from the company and has received his plan benefits
TS
Termination - Severance
Participant has ended employment and has received his plan benefits
TV
Terminated Vested
Participant has ended employment, was 100% vested (as defined in the plan document), and has received his entire account balance
US
Unit Sale
The client company has sold one of its subsidiaries, and all participants under that location have received their plan benefits