ZZZ - Default Plans
When you add a new plan any necessary plan specifications are automatically populated using defaults set in special plans called 'ZZZ-Defaults' (unless you added the plan using 55Autofill or by cloning a plan). Before adding new plans, you may want to start by opening the default company plans and updating the default plan specifications. 'ZZZ-Default' settings do not affect existing plans, and are only used when creating a new plan. All 'ZZZ-Defaults' are unique to each plan type: for example, the defaults for a 401(k) Prototype Non-Standardized plan will not affect new Volume Submitter 401(k) plans.
Designated Admin users and the Master user can edit ZZZ-Defaults by clicking the Wolters Kluwer logo button, selecting Administrative Tasks, then clicking ZZZ-Defaults under Defaults . You can edit the default Plan Checklists just like other plans.
You may also copy the checklist answers to a new plan in any company instead of using ZZZ-Defaults by clicking on the Clone Me link next to the Checklist name. Cloning a plan will copy the checklist answers of the selected plan to a new plan for an existing company that you have created on the system. If you would like to add the plan to a new Company, you will need to create the company prior to cloning the plan. You will not need to create a new plan, which will be done by the Clone Me feature. To clone a plan, simply navigate to the Edit Plan screen by either selecting the plan in the Navigation Bar, or from the Home screen. In the Plan Menu click Clone Plan, then in the next screen, select a company to associate with the cloned plan.
