05/19/2020: PensionPro version 1.32.1.75 

This article contains a brief description of the tweaks and fixes in version 1.32.1.75 

Tweaks and Fixes 

Account MaintenanceResolved an issue where users unable to update their billing information. Users can now update their billing information without error.

05/19/2020: PensionPro version 1.32.1.75 

This article contains a brief description of the enhancements in version 1.32.1.75 

Enhancements 

Data Import Enhancements: 

Employee Plan Role Import 

  • Role Name has been changed to Employee Plan Role Name  
  • Employee Name has been changed to Employee First and Last Name  
  • A field has been added for Show On PSL  

Employer Data Import 

Employer Data Tab

  • Employer Identification Number has been changed to EIN 
  • A new required field has been added for Plan Year Start (mm/dd/yyyy)  

Principals Data Tab

  • Officer has been changed to Is Officer 
  • Name has been changed to First and Last Name 

Family Relationships Data Tab

  • Name has been changedto First and Last Name 
  • Relationshiphas been hanged to Relationship to Principal 
  • Principal Related to Name has been changed to Name of Principal Related To 

Other Businesses Data Tab

  • Employer Identification Number has been changed to EIN 
  • Sponsors a Plan has been changed to Qualified Plan Sponsored 

Plan Contact Role Import 

  • Administration Type is required 
  • IRS Plan Number  marked as recommended, instead of not required 
  • Plan ID has been changed to TPA Plan ID  
  • Administration Type has been changed to Admin Type  
  • Trust ID Number has been changed to be Trust ID  
  • CombinedPlan Year End Month and Plan Year End Day to be Plan Year End  
  • The format is "mm/dd"  
  • The format can be "m/d" 
  • The format can be "mm/d" 
  • The format can be "m/dd" 
  • Date Plan Added has been changed to Added On 
  • Service Effective Date has been changed to Service Effective On 
  • Payroll Contribution Calculation has been changed to Payroll Contributions to Calculate 
  • Added field for MEP Master 
  • Added field forLinked Multiple Employer Plan 
  • Added field for 1099 Payor  
  • Added field for Payroll Frequency under Health & Welfare 
  • Added field forRemittance Type under Health & Welfare  
  • ChangedAssets Froze On to Assets Frozen On 
  • Administration Type is no longer required 
  • IRS Plan Number is now recommended, instead of not required 
  • Plan ID has been changed to TPA Plan ID  
  • Administration Type has been changed to Admin Type  
  • Trust ID Number has been changed to Trust ID  
  • Plan Year End Month and Plan Year End Day  have been combined to Plan Year End  
  • The format is "mm/dd"  
  • The format can be "m/d" 
  • The format can be "mm/d" 
  • The format can be "m/dd" 
  • Date Plan Added has been changed to Added On 
  • Service Effective Date has been changed to Service Effective  
  • Payroll Contribution Calculation has been changed to Payroll Contributions to Calculate  
  • MEP Master has been added     
  • Linked Multiple Employer Plan has been added 
  • 1099 Payor has been added 
  • Payroll Frequency has been added under Health & Welfare  
  • Remittance Type has been added under Health & Welfare  
  • Assets Froze On has been changed to Assets Frozen On 

Clients/Plans Import 

  • Administration Type is no longer required 
  • IRS Plan Number is now recommended, instead of not required 
  • Plan ID has been changed to TPA Plan ID  
  • Administration Type has been changed to Admin Type  
  • Trust ID Number has been changed to Trust ID  
  • Plan Year End Month and Plan Year End Day have been combined to Plan Year End  
  • The format is "mm/dd"  
  • The format can be "m/d" 
  • The format can be "mm/d" 
  • The format can be "m/dd" 
  • Date Plan Added has been changed to Added On 
  • Service Effective Date has been changed to Service Effective  
  • Payroll Contribution Calculation has been changed to Payroll Contributions to Calculate  
  • MEP Master has been added     
  • Linked Multiple Employer Plan has been added 
  • 1099 Payor has been added 
  • Payroll Frequency has been added under Health & Welfare  
  • Remittance Type has been added under Health & Welfare  
  • Assets Froze On has been changed to Assets Frozen On 

Contacts Import 

  • Assistant has been added 
  • Use First Name + Last Name 
  • If duplicate name, do not import and show error 
  • If not found, do not import and show error 
  • Receive Bulk Email has been changed to  Can Receive Blast Email 
  • Changed Grouping to Contact Grouping 
  • Changed Category  to  Contact Category 
  • Changed Sports Team to Sports Teams 
  • Added field for Platform Preference  
  • Changed Investment Advisor to Is Investment Advisor under the heading "Sales (Applicable for SalesPitch Users)" 
  • Added field for Investment Provider to Sales columns  
  • Changed RIA to Is RIA 
  • Changed Wholesaler  to  Is Wholesaler 
  • Renamed Birth Date to Birthdate 

Investment Providers Import 

  • Administration Type is no longer required 
  • IRS Plan Number is now recommended, instead of not required 
  • Plan ID has been changed to TPA Plan ID  
  • Administration Type has been changed to Admin Type  
  • Trust ID Number has been changed to Trust ID  
  • Plan Year End Month and Plan Year End Day have been combined to Plan Year End  
  • The format is "mm/dd"  
  • The format can be "m/d" 
  • The format can be "mm/d" 
  • The format can be "m/dd" 
  • Date Plan Added has been changed to Added On 
  • Service Effective Date has been changed to Service Effective  
  • Payroll Contribution Calculation has been changed to Payroll Contributions to Calculate  
  • MEP Master has been added     
  • Linked Multiple Employer Plan has been added 
  • 1099 Payor has been added 
  • Payroll Frequency has been added under Health & Welfare  
  • Remittance Type has been added under Health & Welfare  
  • Assets Froze On has been changed to Assets Frozen On 

 

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