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Click here to view the recording of the webinar! ...
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This video covers uploading vendor files, general navigation of the transactions screen, top heavy testing, print settings, client package and miscellaneous features. ...
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This video covers the tasks within the compliance module including scrub/eligibility, calculating employer contributions and testing. ...
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This video covers creating a company/plan, general navigation, support resources, plan specifications and census. ...
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This 8-minute recording walks through the use of a tool to direct the software to recalculate eligibility for all or select participants and sources. This tool would most commonly be used when the scrub/eligibility task was originally run with...
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This 7-minute recording walks through the use of the * ftw Override Initial Eligibility on the Other Import/Export/Report menu. The use of this grid is the recommended method for overriding a participant’s eligibility status and dates. ...
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This 27-minute recording walks through the setup and processing of a balance forward plan. This includes both pooled and self-directed brokerage accounts, creating batches, calculating earnings and generating reports. ...
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This 9-minute recording walks through the style and orientation options in the plan level print settings and the ability to create custom styles for purposes of adding custom language to participant statements. ...
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This 6-minute recording walks through the ability to export the plan data to be able to then import that file back into the plan at any later date to restore the plan back to the point in time that the file was exported. ...
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This 7-minute recording walks through the setup and processing of a plan using our divisions feature. This feature allows you to assign participants to a division and either run separate testing by division or provide certain reports by division...