Updated Articles

31. General Training 1

    Last Updated: 06/26/2025 in DC Compliance Help Center General Training Videos
    This video covers creating a company/plan, general navigation, support resources, plan specifications and census. ...

32. QS Part 2: Compliance Menu - Plan Specifications

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

33. QS Part 2: Compliance Menu - Plan Specifications

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 2: Compliance Menu - Plan Specifications
    The first time in the module you land on the Plan Specifications page with the Sources & Investment accounts section expanded. After the first time you can go to the Plan Specifications from the Compliance Menu box at the top of the screen, hover ...

34. QS Part 1: Log-in and Access Compliance Module

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

35. QS Part 8: Census Grids

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

36. QS Part 6: Compliance Menu - Miscellaneous

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

37. QS Part 5: Compliance Menu - Transactions

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

38. QS Part 4: Compliance Menu – Tasks

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

39. QS Part 3: Compliance Menu - Census

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide

40. QS Part 3: Compliance Menu - Census

    Last Updated: 06/26/2025 in DC Compliance Quick Start Guide QS Part 3: Compliance Menu - Census
    From the Compliance Menu at the top right of your screen, hover over “Census” and select “Edit” or use the side tab. This screen shows the primary census grid so you can see any census data already uploaded. Also, above the grid, is the name of th...

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