Topic: Defined Contribution Plan Year End
Where: Plan setup, Defined Contributions
Details: Added a plan year end date to the defined contribution setup. This is defaulted to be a 1 year defined contribution period. We are also preventing overlapping defined contribution plan years. These changes will allow a few holes to be closed relating to enrolling in or reporting on defined contributions, outside of an active open enrollment, for future plan dates. This occurred when activating the open season plans prior to the open season effective date.
Topic: Salary Changes Open Enrollment Election
Where: Open enrollment election
Details: Modified the change salary process to update any open enrollment elections for salary based benefits. Before this change, only the current enrollments were updated causing an issue when salary change occurred after the employee made their open enrollment elections.
Topic: New Hire Completed On to Benefit Summary and Benefit Confirmation Statements
Where: Benefit Summary and Benefit Confirmation Statements
Details: Added the new hire completed on date to the benefit summary and benefit confirmation statements. This will not populate the open enrollment completed dates.
Topic: ACA Plan Setup Options
Where: Plan Setup
Details: Added max age child rated as an individual to 25.
Topic: ACA Rate Calculator
Where: Plan Setup, ACA Rates
Details: Turned on a new feature to simplify the creation of ACA rate tiers. Simply add the base rate for the 21 year-old tier and the tiers will be calculated based on the mandated ranges.
Topic: Change Address Event – HR Approves Pending
Where: From approve pending profile change
Details: Address change event is now created when HR approves a pending address change.
Topic: Newly Eligible Stats
Where: From the Employees Tab, new item added to the Recent Activities section
Details: Added a Newly Eligible list in the Recent Activities section
Topic: Failed Login for Shared Users
Where: From account login
Details: Increased the number of failed login attempts to 25 for shared users before we lock the user account.
Topic: Post-Tax Field
Where: New field on the enrollment record
Details: Added a new field on the enrollment record to capture ‘Post-Tax’ as a Y/N. This field will initially only be populated based on the imputed income options (group short and long term disability only) and the third-party apps. This field is reportable on the data sheet and on the custom payroll deduction report.
Topic: Disability Tax Option Report
Where: From the reports tab, the Disability Tax Options report
Details: Added the plan name to the report. This report lists the imputed income option on the plans that support imputed income.
Topic: Phone Support
Where: From broker home page, support tab
Details: Agencies are given 90 days of support, which now begins on the “Training Completed On” date instead of the “Contract Start Date”.
Topic: Error on Delete Contributions
Where: Medical plans setup, contributions tab
Details: Resolved error when double clicking delete on medical contributions