Do you know how to be more efficient with tracking your tasks?
You can start by creating all of your worksheets using Global Creation in Global Setup. You can create annual administration or project worksheets for a filtered group of plans, or all your plans.
In addition, you can specify your plan year reference as plan year-end or plan year beginning. You can even default the valuation date to be the same.
Coming soon: There will be a more efficient way to update one task for all your plans!
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