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