Part 1: Loan Module Set-up

All of the first links shown are from the Plan Compliance Menu, the homepage for the compliance software, at the top right of the home screen. Prior to working in the loan module, you should set-up loan distribution hierarchies for sources and inve...

You first need to add a loan fund as an investment account. Select: ' Plan Specifications', then Edit' . Click the ‘Work with Sources/Investment Accounts’ link. Select 'Yes' for 'Use Investment Accounts to track Participant balances'. You should se...

Click the ‘Work with Investment Accounts link. On the Inv Account Setup screen, add a loan fund as an investment option.  Suggested Account ID is 'Loan', 'Account Name' and 'Account Description' can both be 'Loan Fund'.  Whatever you enter as the ac...