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Using Plan Details

The Plan Details screen displays information regarding the plan. It is separated into multiple tabs including: Home, People, Workflow, To-Dos, Files, Interactions, and Notes tabs. Users can access Plan Details for a particular plan by double-clicking the plan name from the Search Results for Plans. This article addresses each of the tabs found in the Plan Details screen and how to add, edit and delete that information.

 

 

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.

Menu:

 

Add a Plan

Plans Can be added in a multitude of ways. Users can add Plans from the Data Menu, the Client Details > Plans tab, or through an import.

Adding a Plan from Data Menu:

  1. From the Application Menu, click Data > Plans > Add a Plan.
  2. Begin typing the client associated with the Plan in the Client Name field.
    • Applicable Client Names previously entered in PensionPro will prefill in the field which the user can select. The client must be entered in PensionPro previously to be selected in this field.
  3. Enter the Plan Name in the Legal Plan Name field.
  4. Select a Plan Type.
  5. Enter the Effective Date of Service for the Plan.
    • This is the date the user's firm's services are effective for the Plan.
  6. Enter the Month and Day for the Plan End.
  7. Enter the Administration Type.
  8. Click Save.
    • Users can click Save and Open to add the Plan and be directed to the Plan Details screen immediately.

Adding a Plan from Client Details:

  1. From the Client Details screen, click on the Plans tab.
  2. Click the Add button to the right of the Plans grid.
  3. Enter the Plan Name in the Legal Plan Name field.
  4. Select a Plan Type.
  5. Enter the Effective Date of Service for the Plan.
    • This is the date the user's firm's services are effective for the Plan.
  6. Enter the Month and Day for the Plan End.
  7. Enter the Administration Type.
  8. Click Save.
    • Users can click Save and Open to add the Plan and be directed to the Plan Details screen immediately.

Importing Plans:

Users can import multiple Clients and Plans into PensionPro at a single time using a preformatted import template. Users can find more information and a video on importing this data into PensionPro in Importing Client and Plan Data.

 

Edit a Plan

Users can edit general Plan information by clicking the Edit button to the right of the General Plan Information grid.

Users can update fields on the General Plan Information grid for multiple Plans at a single time using the Plans Field Update Power Tool. For more information on this Power Tool, please refer to Using Power Tools.

 

Deactivate a Plan

Users can deactivate Plans instead of deleting them so any project, file, and interaction history can be retained. Deactivated Plans cannot have any new projects launched once deactivated. All prior projects must be completed before a Plan is deactivated.

  1. From the Plan Details > Home > General tab, click the Edit button.
  2. Update the Plan Status, Terminated On, and Terminated Reason fields to document the deactivation for the Plan.
  3. Check the box for Deactivate for All Activity.
  4. Click Save.

 

Delete a Plan

Security Right Required:  Add/Edit Plan, Maintenance, 

To delete a Plan, the Plan must not have any Projects linked to it. If users want to keep record of the projects and work that was done on a Plan, users can alternatively deactivate the Plan. However, steps to delete a Plan can be found below:

  1. From the Plan Details > Home > General tab, click the Edit button.
  2. Scroll to the bottom of the Edit General Plan Information slider and check the box for Marked for Deletion.
  3. Click Save.
  4. From the Application Menu, click Maintenance > Data Deletion.
  5. Select Plans from the Type dropdown menu.
  6. Plans marked for deletion will appear in the grid.
  7. Click once on a Plan to highlight the record.
    • Multiple Plans can be selected by holding down the Control or Shift keys on the user's keyboard.
  8. Click the Delete button.
  9. Click "Yes" to confirm deletion.

 

Maintaining Plan Details 

Home Tab

The Plan Details > Home tab 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.

General

The Plan Details General tab contains basic information on the plan such as Plan Name, Plan ID, Status, and Plan Type. Users can edit general information by clicking the Edit button to the right of the grid, making necessary changes, and clicking Save.

Defined Benefit

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

  • To Add the Defined Benefit Subtab:
    1. Click on the General subtab.
    2. Click the Edit button in the top right.
    3. Click the Defined Benefit checkbox and click save. 
  • To Edit Defined Benefit Information:
    1. Click on the Defined Benefit subtab.
    2. Click on the Edit button. A slider will appear.
    3. 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 the Daily Valuation Subtab:
    1. Click on the General subtab.
    2. Click the Edit button in the top right.
    3. Click the Daily Valuation checkbox and click save. 
  • To Edit Daily Valuation Information:
    1. Click on the Daily Valuation subtab.
    2. Click on the Edit button. A slider will appear.
    3. 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 the Health & Welfare Subtab:
    1. Click on the General subtab.
    2. Click the Edit button in the top right.
    3. Click the Health & Welfare checkbox and click save. 
  • To Edit Health & Welfare Information:
    1. Click on the Health & Welfare subtab.
    2. Click on the Edit button. A slider will appear.
    3. 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 Importing 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.
      • If a preexisting template does not exist, users will need to select Copy from Template.
    • 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 the plan. 

  • To Add, click the Add button, enter all appropriate information, and click Save. 
    • Investment Provider is the only required field.
    • If the desired Investment Provider List Value doesn't yet exist, click the [Add New Investment Provider] selection to create the List Value.
  • To Edit, click on the Investment Provider record once to select it and then click on the edit button. Make the desired changes and click Save.
  • To Delete, click on the record once to select it and then click on the Delete button. Click Yes to confirm deletion of the Investment record. 

Services Provided

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

  • To Add , click on the Add button, select a Service from the dropdown in the slider menu, and click Save.
    • If the desired Service list value does not exist, the user can create a new list value for the Service in Maintenance > List Values. For more information on adding List Values, please review Maintaining List Values.
  • To Edit, click once on the entry to select it and then click on the Edit button to make any changes to the information. Click Save when complete.
  • To Delete, click once on the entry to highlight it and then click on the Delete button. Click Yes to confirm deletion.

Fees

The Plan Details Fees tab provides general information on fee schedules associated with the 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 mode to which add a fee schedule. Complete the remaining information in the slider as necessary. Click Save when complete.
    • Copy from Active Template - Copies fee information from an active Plan Fee Schedule.
      • If a preexisting Fee Schedule does not exist, users will need to select Copy from Template.
    • Copy from Template - Copies information from a Fee Schedule Template.
  • To Edit, click once on the entry to select it and then click the Edit button.  Update the information and click save.  
    • 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.
  • To Delete, highlight the Fee Schedule by single clicking on it to activate the Delete button. Click on the Delete button and click Yes to confirm deletion. 

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.

Users can select how many project fields to display by using the Show Most Recent dropdown menu located to the right of the Project Fields grid. Users can select 1, 5, 10, or All.

For more information on Project Fields, please review Using Project Fields.

Plan Cycles 

The Plan Details Plan Cycles tab shows a list of Plan Cycle records for the plan. For more information on Plan Cycles, please review Using Plan Cycles.

 

People Tab

The People tab is where users can find Employee Plan Roles and Plan Contact Roles assigned to the plan. For more information on Employee Plan and Plan Contact Roles, please review Adding, Editing, or Deleting Employee Plan and Plan Contact Roles.

 

Workflow Tab

The Workflow tab displays any Projects and Distributions that were launched for the plan. Users can also create new Projects and Distributions from this tab for the plan. The Workflow tab is only available in Essential, Premium, and Business Tiers. For more information on the Workflow tab, please review Using Plan Details - Workflow Tab.

 

To-Dos Tab

The To-Dos tab displays To-Dos that were launched against the plan. The To-Dos tab is not available on the Track Tier. For more information on To-Dos, please review Using To-Dos.

 

Files Tab

The Files tab displays Legal Plan Files, Administrative Forms, and Fiduciary Files for the plan, categorized by file type. The Files Tab is not available on the Track and Core Tiers. For more information on Adding, Editing and Deleting Plan Files, please review Adding and Maintaining Plan Files.

 

Interactions Tab

The Interactions tab displays any Interactions linked to the plan. The Interactions tab is only available in the Team, Premium, and Business Tiers. For more information on Interactions, please review Using Interactions.

 

Notes Tab

The Notes tab displays any Notes pertaining to the plan. For more information on Notes, please review Using and Maintaining Notes.

 

Frequently Asked Questions

  • How do I get the Defined Benefit, Daily Valuation, and Health and Welfare tabs to appear under the Plan Details > Home Tab? On the Plan Details > Home tab, click the Edit button. Check the appropriate boxes for Defined Benefit, Daily Platform, or Health and Welfare to display the appropriate tab and supporting fields.
  • What does the On Hold checkbox do? Placing a check in the On Hold checkbox will enable the On Hold feature. Users can select an On Hold Reason, which is an editable List Value, to have an On Hold message appear anytime a user opens the Plan or a Project Task for the Plan. Users must acknowledge the message before any work can be resumed. When the pop up appears, users will see the On Hold reason that was selected.
  • I want to deactivate a plan, but I have a project open that won't allow me to deactivate the plan. In order to deactivate a plan, all projects must be completed. Complete the rest of the project as well as any others if applicable and the Plan can then be deactivated. Be sure to update any Plan Status, Terminated On, and Termination Reason fields prior to deactivating the plan.
  • Does adding a Terminated On date deactivate a Plan? No. If users are looking to deactivate a plan, they should make sure any projects for the plan have been completed and will then need to check the box for Deactivate for All Activity.
  • What is the Added On Field for? This field is typically used to track when a plan was added to a firm's tracking software or CRM.
  • What does checking the box for the Internal Plan field do? Checking the Internal Plan checkbox for a plan is typically used for in-house plans only. This hides the Specifications, Investment Providers, Services Provided, Plan Contacts, File and any exposed Defined Benefit, Daily Platform, or Health and Welfare tabs for that plan. 
  • I have the Distributions add-on, but I cannot add a Distribution on the Workflow tab of the Plan as the Add button is greyed out. What am I doing incorrectly? Make sure Distributions are enabled for this plan. To do so from the Plan Details > Home > General tab, click the Edit button. Scroll to the bottom of the Edit General Plan Information slider, click the box for Distributions Enabled and click Save. 

 

 

 

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