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Add compensation history Compensation history is essential for the following reasons: Determining the correct IRC 415 final average compensation for highly compensated individuals for both CB and DB plans, and Determining final average compe...
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Add Year End - In the top-right corner of the DB Compliance screen, click the drop down for Year End and select Add Year End. This will create a plan year following the Conversion Year. For an ongoing plan , this year will be for the purpose ...
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Last Updated: 12/04/2024
in Distributions Setting Up DTS DTS Specifications Video Before getting started in DTS, it is highly recommended that you set your DTS specifications for all plans first. The specifications drive what appears in the data collection screens via the portal, as well as which parti...
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Document Template Editor Video The Document Template Editor is used to create custom documents for your distributions. These templates can then be used to complete a distribution package for printing, a custodial directive, cover letter, etc. To...
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First click the “Start Distribution” button in the upper right hand corner of the plan level dashboard as displayed above. Next, enter the name of your participant. Now you will be asked to fill in the email address, social security number, and ...
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Each distribution record has a menu option next to the “Open” button on the dashboard. Users have the ability to resend portal invitations, send distribution attachments via email, clone distributions, and delete distribution records. ...
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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...
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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. Note that the loan module is separate from the Transactions/Statement Menu until you post loans, payments...
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You can edit the 5500 by either clicking the 'Fill in selected fields' item in your ToDo list for the plan you wish to complete. Or by clicking the 'Edit 5500' link / button on the left side of the page. If you have more than one plan, you may n...
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To complete the Online Annual Questionnaire, you can either select the option from your ToDo list. Or by selecting your plan and clicking the 'Online Annual Questionnaire' link / button on the left side of the page. If your plan administrator...