Tag Archives: Update

Pension Portal Update

This update includes File Management Email Notification and Step-By-Step Report In this patch, some important changes were made to plans and reports: File Mgmt has a new option added to the bottom right side. This option allows files to be selected and an email notification can be sent to a selected contact (client) to inform […]

Continue reading

Pension Portal Update

Check out these major enhancements to the Portal: Mass Mailer (formerly Global Mailer) has been broken up into three separate steps. First, is the creation of the email body which can be selected from previous templates in email center. Email body has been increased to hold up to 10000 characters instead of the previous 2000 […]

Continue reading

Cash Balance Update

We would like to notify all Cash Balance users that we have made a few enhancements to the Cash Balance proposal system. These enhancements include a tax summary report, view details for all non-discrimination testing, and the 2011 max contributions chart. 1. Tax Summary Report This report can be found in the report menu, beneath […]

Continue reading