This grid is the template that you will use to enter or upload participant data into the plan. The primary census grid is very important. If you pull the prior year forward, it is a best practice to review the plan for any amendments made during the year, and manually making those edits in the Compliance Plan Specifications.Ĭlick on the “Census” button to access all census related options. In subsequent years, you have the choice to pull specifications from either the prior year on compliance or the plan document. Both Plan Specifications and Actuarial Methods & Assumptions tabs should be carefully reviewed and/or completed. If you don’t use plan documents, or the selected plan is not set up in the document software, default settings will populate. When adding the first year-end, plan specifications will copy from the selections made in the plan document module. Select the year and month on the calendar that you want to use and click on the specific date that you want to use as last day of the new plan year or double click to enter the date. Once you have selected the plan you will be on the Edit Plan screen click the “Compliance” button in the Plan Modules box.
ALLPLAN QUICKSTART SOFTWARE
Like all the software modules, you will access the Compliance Module by selecting a plan. Step 1: Log‐in and Access Compliance Module Top Heavy (for next plan year) – Coming Soon!Įxpand Valuation & Actuarial Certification review parameters, run and review the results.
If required, expand General Test, and select the type of test you want to run review parameters, run the test and address any failures.
Review all the scrub reports for accuracy.Įxpand Benefits & Liabilities review and enter parameters, run the task, and review the reports.Įxpand Plan Costs review parameters, run task and review results.Įxpand Meaningful Benefits Test review parameters, run the test and address any failures.Įxpand Coverage & Limits Test review parameters, run the test and address any failures. Review the results screen and address any errors. Upload prior year compensation, service, vesting, etc.Įxpand Scrub/Eligibility review parameters, run the data scrub. Module Options => Tools/Settings => History Upload
csv file.Ĭensus=> Vertical ellipses button => Grid ManagerĪdd the first-year supplemental grid and enter any additional data required. Open the worksheet for the census add data and save as. Make sure the primary census grid selected is appropriate if not, change it. Review and edit Plan Specifications and Actuarial Methods & Assumptions.Ĭensus=>Vertical ellipses button => Grid Manager Log in, select a plan, then select the Compliance Module. These are the general steps and order in which we suggest processing a plan with a valuation date of the last day of the plan year. If you have additional questions, please contact Support by clicking the drop‐down box in the upper right corner of the software that displays your username, select the Contact Support option, complete the form and press send button. This guide is intended to be a brief tutorial on the DB Compliance Module.