- Eligibility calculations
- Vesting tracking
- Negative consent loans and distributions
- Straight-through processing
- On-demand compliance testing
- Targeted participant messaging
To help ensure your plan census data is in order, run the Census Integrity report using your employer website. This report will alert you to inconsistencies and gaps in data. It can also provide a comprehensive view of your plan by allowing you to identify individuals with ineligible contributions as well as those employees who are excluded from participation in the plan.
To run the report, simply click Processing, Plan Level Processing, and Census Integrity. Then, choose the current plan year under the Results box and click Submit. Once the current date appears in the Scan Date field, click the date to pull up the report.