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If you chose to use our fulfillment service and later discover an error, then you will have to create a new batch. While creating the new batch, make sure to check the box "Amended batch?*". When you are brought to the select plan screen, you will...
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Once you press the “Compliance” button for a plan, you will be taken to the Compliance page where the system will have the “Add Year End” box ready for you to enter the first plan year end you want to work on. After entering the plan year end into t...
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Tabs are located on both the left and right side of every page. Clicking these tabs will take the user to one of the main screens in the software, such as the Census, Tasks or Transactions, as applicable. The options change depending on which page t...
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The Workflow Grid is located in the Compliance Menu, under “Tools/Settings”, by clicking “Workflow”. This is a global grid, listing each plan under a customer’s account to which a year end has been added in the Compliance software and showing wh...
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History Uploads are located under “Tools/Settings” from within the Compliance Menu. The History Upload options give users the ability to upload service, compensation, contribution and distribution records from the inception of the plan to the cu...
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The system has several fields that will display whether a person has met the minimum age and service requirements of Code section 410(a)(1)(A) (age 21 and 1 year of service) before the first day of the seventh month of the Plan Year. As provided in ...
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Setup Plan Specifications Compliance Menu à Plan Specifications à Sources and Inv Accounts Set “Financial data import vendor” to “JH RoR” Enter “Financial data import ID code:” Click the “Work with Sources” link Verify all sources to be used...
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Click on the 'DB Compliance Tasks' tab Data overrides – The conversion process assumes certain pre-calculated data exists. The overrides shown below are automatically set to Yes to bypass calculations and rely on the data provided. You can see t...
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Primary Grid for census data – In the Census tab, verify that the Primary Grid is set to * ftw DB Census Collection (ce207db) . This will automatically update from the conversion year if you used the standard conversion grid in the prior year. I...
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Single Life Table Uniform Life Table ...