Monday, June 05, 2017

Patch Update in HCE Determination, Classes, Plan Provision and Contribution Reports  

  • In Employee information, when "Owner?" was changed from "Yes" to "No" and click Save, it reverted to "Yes"
  • In the Census, updating an owner to have an Ownership Percent greater than 5% made the owner an HCE but any participants with the same Family Code were not flagged as HCEs
  • In Classes, the first three classes (A, B, and C) cannot be renamed or deleted; any class that is not applied to participants will be excluded from the Plan Provisions Report 
  • In Plan Provision Report, the incorrect display of class percentage value has been fixed 
  • In the Plan Contribution Report, the contribution pie chart now includes non-owner principal deferrals.