Adding, Reassigning, Deactivating, and Deleting Plans

In PensionPro, Plans are where the magic happens. Projects, Roles, Plan Cycles, Documents, Specifications—they all serve the Plan in some way. Before any of these features can be utilized, however, a Plan must first be created.

Tier Availability: Track, Team, Business

Article Contents

• Adding a Plan
  • Importing Plans
• Reassigning a Plan to a New Client
• Deactivating a Plan
• Reactivating a Plan
• Deleting a Plan

Adding a Plan

Plans can be added in a number of ways. Users can add Plans from the Navigation Panel, from the Plans view of the Client tab, or via import.

Requires Security Rights: Add/Edit Plan

1. Use one of the following methods to open the Add Plan window:
   • From the navigation menu on the left, select Add Data > Plan.
   • In the Client tab, open the Plans view, then select Add to the top-right of the grid.
2. Type the first few letters of the Client’s name into the Client Name field and select the appropriate result from the list that appears beneath the field.
   • If adding a Plan directly from a Client tab, the Client Name field will not be available.
   • If the Client does not exist in PensionPro, it must be created before the Plan can be added.
3. Enter the name of the plan in the Legal Plan Name field.
4. Select a Plan Type.
   • Plan Type is a List Value.
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 Year Month End and Plan Year Day End fields.
7. Select the Admin Type.
   • Admin Type is a List Value.
8. Select Save. The new Plan is created.

Importing Plans

Multiple Plans can be imported into PensionPro at once via the use of a pre-formatted import template. For more information, refer to the article Data Import - Clients & Plans.

Reassigning a Plan to a New Client

Plans are created for and assigned to Clients. When necessary, the Plan can be transferred from one Client to another.

Requires Security Rights: Add/Edit Plan

1. Open the Plan's current Client in a new Client tab.
2. Select the Plan view from the list on the left. The corresponding grid displays.
3. Hover over the desired Plan record in the grid, then select Edit on the right. The Edit Plan to Client Assignment window displays.
4. Use the Reassign Plan to new Client field to search for and select the new Client record that the Plan should be reassigned to.
5. Select Save. The Plan is transferred to the new Client.

Deactivating a Plan

When required, a Plan can be designated as Deactivated within PensionPro. As opposed to deleting a Plan, deactivation has the advantage of retaining the record of the Plan.

Requires Security Rights: Add/Edit Plan

An inactive Plan will not appear in any search results, unless the Show Deactivated/Closed option is enabled in Search Preferences. Additionally, to preserve Plan information, all of the Plan's views—aside from the General view—will be inaccessible unless the Plan is reactivated.

Plan information will be deleted from PensionPro if the Plan remains inactive for a period of 6 months. Refer to the article Data Purging for more information.

To deactivate a Plan:

1. Open the Plan in a new tab. Ensure the General view is selected.
2. Select Edit at the top-right of the General Plan Information grid. The corresponding window displays.
3. Select an appropriate Status.
   • This may be set to anything, but should generally indicate that the Plan is inactive for reporting purposes.
4. Enter or select a Terminated On date.
5. (optional) Select the Terminated Reason.
6. Select the Deactivate for All Activity checkbox.
7. Select Save.

Once a Plan is deactivated, PSL and Distributions for that Plan will be disabled if they were previously enabled. Users on PlanSponsorLink will no longer be able to see any files or reports uploaded to PlanSponsorLink for this plan.

Reactivating a Plan

Requires Security Rights: Add/Edit Plan

1. Open the inactive Plan in a new tab. Ensure the General view is selected.
2. Select Edit at the top-right of the General Plan Information grid. The corresponding window displays.
3. Select Active.
4. Select Save.

Deleting a Plan

Requires Security Rights: Add/Edit Plan, Maintenance

Deactivating a Plan is recommended over deleting it, as a deactivated Plan retains Project records and other data; deleted Plans are removed permanently. However, if the deletion of a Plan is necessary, follow these steps:

1. Open the Plan in a new tab. Ensure the General view is selected, and that the Plan has been deactivated for all activity. Refer to the section Deactivating a Plan.
2. Select Edit at the top-right of the General Plan Information grid. The corresponding window displays.
3. Select Save.
4. Next, navigate to Maintenance > Data Deletion. The Data Deletion Manager opens in a new tab.
5. Select Plans from the Views list on the left. Plans marked for deletion will be displayed in the grid.
6. Hover over a Plan to highlight the record and select Delete on the right-hand side. The Plan will be removed from PensionPro.

Frequently Asked Questions

• 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 necessary—and the Plan can then be deactivated. Make 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. To deactivate a Plan, ensure that any Projects for the Plan have been completed, then select the checkbox labelled Deactivate for All Activity.