Tracking Changes in Census and Plan Specifications

Duration: 10 Min.

Description

 

Plan provisions could change due to an amendment; the employer could change its pay schedules, accounts could be updated after corrections or additions. Participants can change just about everything in their records, and frequently do. From addresses to beneficiaries, and contributions to allocation percentages. All of these changes need to be modified and updated in Relius Administration so that our processing, reporting and such are accurate and up-to-date. Unfortunately, there might be times when we need to look back or even go back to the way things were. What were they? Relius Administration will remember and will also report what things were, along with letting you know who made the changes and when they were made. It’s called audit and it can be applied in several areas of Relius.

 

In this session, we will:
 
  • demonstrate employer audit & plan audit
  • demonstrate census audit
  • demonstrate reversing transactions with audit
  • examine how to manage these functions in the user’s security profiles
  • view audit reports
  • delete previous audit records




Event Details