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HCE determinations are done at the time a census data scrub is run for a plan testing year. The system will not use top paid group determinations as a default. If you select top paid group determinations, you should ensure that this is selected for ...
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Last Updated: 12/04/2024
in Distributions Setting Up DTS As an alternative to the default specifications, users may also upload specs. This is especially helpful if many of your plans will vary. For example, provider name, portal access and rollover provider may vary by plan. Step 1 : Locate the “Module...
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While statuses can be changed automatically during data collection, they can also be overridden via the “Distribution Summary”. Simply click the “Open” button on the distribution dashboard and then click the “Change Status” button at the top of the...
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Distribution Summary Video The distribution summary holds all data and files associated with a distribution. It is important that you make yourself familiar with all of the features included in the summary. Activity Log The first block in the “...
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Work with Census This link allows the user to enter participant data. The data may be manually entered, uploaded or imported from the current census in the Administration System. To enter participants via a spreadsheet, click to "Down...
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If the document you are looking for is one you have not viewed yet, it will show up in your 'New Documents' list on the right side of your home or plan page. If the document has not been viewed yet and your plan administrator has added it to you...
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When you are setting up email setting for the various modules, you will be able to set up confirmation emails. 5500 Module*: Confirmation Emails: If you would like to receive confirmation emails when the Form 5500/SF has been submitted, you ...
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The Census Batch Dashboard may be accessed from multiple locations within the software: Select the Wolters Kluwer Logo > Batches > Census Worksheet. Navigate to the Portal Global Dashboard and select the 'Census Batches' tab. (Wolters Kluwer...
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Clicking on this link will generate all final forms and schedules in one pdf file for the plan. This will be the same download that a signer must generate before he/she can electronically sign the filing. The pdf file can be saved to your hard-drive...
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There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...