Friday, November 05, 2021

Patch Update in Minimum Allocation Gateway Report, Census page, and General tab of Plan Specifications  

  • The Cash Balance System has been enhanced to check to see if the combo plan is Primarily DB in Nature in order to avoid having to pass the Minimum Gateway Test
  • An override for the Catch-Up contribution has been added to the Employee Information screen. This will allow for partial Catch-Up contributions
  • In the General tab of Plan Specifications, added a new option to include your report logo to a specific plan.