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The Compliance Menu is located in the upper right hand corner of the screen in the Compliance Module. This menu can be found in all of the main pages throughout the Compliance Module and is a handy way to navigate to any page, from any page. The...
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This section contains the basic information about the plan such as the plan type, plan year begin date, plan year end and original effective date. It also contains the permitted contribution sources and compensation options. For the first plan year ...
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The software allows you to select a package of reports and statements that you can send to your client; this section of the User Guide describes how to customize this package. The steps in the process are as follows: Create one or more custom s...
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With the click of a button, the system will copy the contributions uploaded into the transaction system to census for testing and reporting. After transaction batches have been posted, a link “Create $xx.xx Allocations” will appear under “Alloc. ...
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The system will calculate the top heavy status of the plan for the following plan year. In order to determine top heavy status, the system needs to calculate who is a key employee and know the value of such key employees” accounts as of the applicab...
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In the Census tab, the Primary Grid should automatically set to * ftw DB Conversion Standard when it is the first plan year on the system. This is used by the Scrub task to map data appropriately. If you have a custom grid to use or the primary g...
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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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Make sure all date fields are populated and in the correct numeric format using the calendar in the box. If you want to use employee number, rather than social security number as the unique participant identifier, you should indicate here under ...