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Using Plan Details

The Plan Details screen displays information regarding the plan. It is separated into multiple tabs including:

  • Home: Includes information about the plan and contains the following tabs: General, Defined Benefit, Daily Valuation, Health & Welfare, Specifications, Investments, Services Provided, Fees, Project Fields, Plan Cycles.
  • People: Includes Employees assigned to the plan, as well as plan contacts. 
  • Workflow: Displays Projects and Distributions that were launched for the plan. 
  • To-Dos: Displays To-Dos that were launched against the plan. 
  • Files: Displays Legal Plan Files, Administrative Forms, and Fiduciary Files for the plan, categorized by file type. 
  • Interactions:  Displays any Interactions linked to the plan. 
  • Notes: Displays any Notes pertaining to the plan. 

 

Tier Availability: Core, Track, Essential, Team, Premium, Business

Security Right Required:  Add/Edit Plan, Add/Edit Fee Schedules

  Note: Tabs and fields will vary depending on the tier the user is on.

Plan Details - Home  

Defined Benefit

 The Plan Details Defined Benefit tab provides information about plans marked as Defined Benefit. 

  • To Add, click on the Home tab and then click the Edit button in the top right. Click the Defined Benefit checkbox and click save. 
  • To Edit, click on the Defined Benefit tab and then click on the edit button. A slider will appear. Enter the desired information in the available fields and then click Save. 

Daily Valuation 

The Plan Details Daily Valuation tab provides information about plans marked as Daily Valuation. 

  • To Add, click on the Home tab and click the Edit button. Click the Daily Valuation checkbox and click save. 
  • To Edit, click on the Daily Valuation tab and then click on the Edit button. A slider will appear. Enter the desired information in the available fields and then click Save. 

Health & Welfare

The Plan Details Heath & Welfare tab provides information about plans marked as Health & Welfare. 

  • To Add, click on the Home tab and then click the Edit button in the top right. Click the Health & Welfare checkbox and click save. 
  • To Edit, click on the Health & Welfare tab and then click on the edit button on the right. A slider will appear. Enter the desired information in the available fields and then click Save. 

Specifications

The Plan Details Specifications tab provides Plan Document Specification information about plans generated from Document Specification Provider Templates. See Adding and Maintaining Document Specifications article for more information. This tab is not included in the Track Tier.

  • To Add, click the Add button next to the Document Version dropdown. A slider will appear. Choose whether to copy from an existing Document Specifications Template or to copy from template details.
    • Copying from an existing template - Choose the template from the dropdown menu and fill out the Specifications values. Enter the effective date of the document in the Effective date field.
    • Copying from a document template - Enter the effective date of the document, select the Document Provider, Document Type, and Status from the dropdown menus. Fill out the specification values as required. Click Save.  
  • To Edit, select a Document Version record from the dropdown menu and click the Edit button. A slider will appear. Edit the desired information and click Save. 
  • To Delete, select a Document Version record from the dropdown menu and click the Delete button. Click ‘Yes’ to confirm deletion.  

Investments 

The Plan Details Investment tab provides general information about the investments associated with this plan. 

  • To Add, click the Add button, enter all appropriate information, and click Save. 
  • To Edit, click on the entry once to select it and then click on the edit button. 
  • To Delete, click on the entry once to select it and then click on the delete button. Click yes to confirm deletion of the Investment. 

Services Provided

The Plan Details Services Provided tab provides general information about the Services Provided for this plan. 

  • To Add , click on the Add button, complete the slider menu, and click Save.
  • To Edit, click once on the entry to select it and then click on the Edit button to make any changes to the information. 
  • To Delete, click once on the entry to select it and then click on the Edit button to make any changes to the information. 

Fees

The Plan Details Fees tab provides general information on fee schedules associated with this plan. This tab is only included in the Team, Premium, and Business Tiers.

  • To Add, click on the add button on the Fees Tab of the Plan. Select the Fee Schedule Template from the dropdown and save.  
  • To Edit, click once on the entry to select it and then click the Edit button. To Edit\Delete Fee Items in the schedule, click on the "+" toggle next to the fee schedule name to open the schedule. Then select the fee item to edit\delete by single clicking on it and selecting the Edit or Delete button. Update the information and click save.  
  • To Delete, highlight the Fee Schedule by single clicking on it to activate the Delete button and click on it.  Confirm your request to delete the Fee schedule. 

Project fields

The Plan Details Project Fields tab shows a list of Task Item answers within projects pertaining to the plan that were set up as Project Fields. This tab is only included in the Essential, Premium, and Business Tiers.

Plan Cycles 

The Plan Details Plan Cycles tab shows a list of Plan Cycle records for the plan. 

  • To Add, click on the Add button, enter desired information, and click Save. 
  • To Edit, double-click on the plan cycle. Select the tab that you would like to edit and then click on the Edit button. Edit the information in the slider menu and click Save.
  • To Delete, double-click on the plan cycle. In the general tab click on the edit button, check the Marked for Deletion box and click Save. Click on Maintenance\Data Deletion and in the dropdown choose Plan Cycles. Highlight the Plan Cycle and then click on the Delete button. A Plan Cycle cannot be deleted until any and all 5500 Signers are removed from the Plan Cycle.

 

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