Using Plan Cycles (Desktop)

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Plan Cycles in PensionPro are used to store annual recurring plan information such as plan assets, participant count information, Form 5500 filing information and compliance test results.

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

Security Rights Required: Add/Edit Plan Cycles, Add/Edit Projects, Access Power Tools


Plan Cycles can be accessed from two locations within PensionPro.

  • On the Plan Details screen, click on the Plan Cycle tab. To access a specific Plan Cycle, double-click on the appropriate Plan Cycle, which will open the underlying fields within the Plan Cycle.
  • From within an Annual Administration project, click on the Plan Cycle tab. The Plan Cycle associated with the Annual Administration project will be displayed. Please note that Annual Administration projects are only available in Essential, Premium, and Business tiers.


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



Create a Plan Cycle

There are three ways to create a Plan Cycle in PensionPro.

  • A Plan Cycle is automatically created when an annual administration project is launched for a plan that includes Web Collection (Essential, Premium, and Business Tiers only).
  • Plan Cycles can be created manually one plan at a time.
    1. On the Plan Details screen, click on the Plan Cycles tab.
    2. Click on the Add button on the right-hand side of the screen.
    3. A slider menu will appear. Complete the Period Start, Period End, and then click Save.
      • If entering a short plan year period, a Short Plan Year checkbox will appear. Check the box to confirm as a short plan year.

For more information on entering and importing Plan Cycle data, please review Entering and Importing Plan Cycle Data.


Editing a Plan Cycle

  1. Locate the Plan Cycle and fields that need to be updated.
  2. Click on the Edit button located in the upper right-hand corner and the Edit Plan Cycle slider will appear.
  3. Update the appropriate fields with data and click Save.

Plan Cycle data can also be imported from external sources such as the firm’s forms software provider.


Delete a Plan Cycle

The Plan Cycle must not be linked to a project in order to be deleted.

Security Rights Required: Add/Edit Plan Cycles, Maintenance

  1. From the Plan Cycles grid, double-click the Plan Cycle record to be deleted.
  2. Click the Edit button to the right of the General Plan Cycle Information grid.
  3. Check the Marked for Deletion checkbox.
  4. Click Save
  5. From the Applications menu, click Maintenance > Data Deletion
  6. Select Plan Cycles from the Type dropdown menu.
  7. Click once to highlight the Plan Cycle.
    • Multiple records can be selected by holding down the Shift or CTRL-key.
  8. Click the Delete button and click "Yes" to confirm the deletion.


Fields Displayed

Home Tab

Most of the fields found in the home tab are populated by either the DOL integration or the integration with If PensionPro is not linked with and the user wishes to use these fields, the information can be entered manually. Information entered in any of the fields that are populated by either integration will be overridden and locked and/or unavailable when the sync occurs.

Projects Tab (Essential, Premium, and Business Tiers only)

  • The Project Name, Project Type, Project Manager, Due Date, and Date Completed will show in the Projects tab for any Project that is associated with the Plan Cycle.


Frequently Asked Questions

Why can't I mark a Plan Cycle for Deletion? If the Plan Cycle is attached to a project, it cannot be deleted. The user must first delete the project prior to deleting the Plan Cycle.

Can I update Safe Harbor Status in Plan Cycles? Yes. Users can click the Edit button on the Plan Cycle Details > Home > General tab to mark the Safe Harbor checkbox. This will indicate that the plan was Safe Harbor for that plan year. The Safe Harbor column value will appear "Yes" on the Plan Details > Home > Plan Cycles grid for that plan year it was marked "Yes."

When I create a new Plan Cycle record, does my Safe Harbor Status value roll forward? Yes. The system currently rolls the Safe Harbor value to the following period when a new Plan Cycle record is created for the following plan year.


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