QS Part 4: Compliance Menu – Tasks

Q.S. Tip: The Tasks screen lists the tasks in the order they should be done. Expand a section to set parameters for that task; you can “run” a task by clicking the icon next to “Run:”. The icon reflects the status of the task – the yellow triang...

Q.S. Tip: If you are uploading employer contributions on the census you do need to set the appropriate override(s) on the Allocation Task screen BEFORE running the data scrub; otherwise the scrub will wipe out the contributions – see 4.2 below. ...

Once you have run the data scrub and verified the results you are ready to calculate contributions. Click the “ Allocation” section of the Compliance Tasks block to expand it. Allocation Overrides – here you can set any overrides required. If you...

The software runs the above tests under the label of the “Combined Test”; expand the “Combined Test” section to access parameters. First you will s et parameters for the different tests.  Also, options for aggregation, and disaggregation of otherwis...

Expand the ADP/ACP Test section; first you can set testing parameters, such as methods to avoid failure and corrections, as well as whether the current or prior year NHCE data will be used. Note that any parameters specified in the plan document, su...

Q.S. Tip: For a New Comparability PS allocation you can enter the percentage or dollar amount desired for each of the allocation groups in the Allocation Task. There’s an “Autosolve Skip” option that should only be set to Yes when you want to th...

Q.S. Tip: Transactions must be posted to perform the Top Heavy Test, therefore, complete Step 5 then return to Step 4.6. To determine if the plan will be top heavy for the next plan year, run the Top Heavy Test. Expand  the Top Heavy Test s...

There are three options relating to the client package on the top right of the Compliance Tasks block – “Select Reports”, and “Print Package - Word or PDF”. Clicking the select reports option allows you to select which reports to include in the clie...