The Plan Search box allows quick searches for a Company or Plan using one or a combination of:
- Company Name
- Plan Name
- Company ID
- Plan ID
Partial matches are supported, so typing the first few unique characters of a name will display all matching results, often enough to locate the desired Company or Plan.
For advanced searches, click the Advanced button.
This provides additional search options, including
- Employer Identification Number (EIN)
- Plan Number
- Plan Type (a drop down menu populates with the different checklist options)
- Plan Year End
- MEP/PEP (a drop down menu populates with the selection of Master, Adopting Plan, Both)
- 5500 Admin
- Document Admin
- Compliance Admin
The advanced search also includes an option to display plans with all modules marked as "No" for "Resp" on the Edit Plan screen. Note: Plans marked as "No" for "Resp" across all modules are hidden from Plan Search results unless the Show Non-Resp Plans box is checked.
To hide the Advanced search options, click the Simple button in the bottom right of the Plan search window.
The large Search Results box below the Plan Search box offers quick access to software modules for any plan. Use the drop-down menu next to Edit Plan or click the Plan Name to access the available modules listed below it.
By default, the Search Results box displays all companies and plans. To refine the list, refer to the Plan Search instructions above.
