September 2010
4 posts
Add Documents via Email
While uploading documents to PaystubHQ is easy (and was made even easier with the introduction of multi-document uploads) we thought we could do better. So we have added the ability to add documents via email.
Just attach your document (or documents!) to an email and send it to the address specified by your plan’s administrator. The documents will automatically be uploaded into our system...
Multi-Document Uploads
PaystubHQ has long had the ability to allow users to upload documents which they can share with other users in their plan. But some times users had more than one document they wished to upload at a time and going through the process for each file was time consuming.
We have fixed that by introducing multi-document uploads.
After choosing the documents you wish to upload, you may enter the...
Online Enrollment Forms
In our continuing effort to make life easier for plan administrators and participants everywhere we decided to focus our attention on enrollment forms. We’ve all had to fill them out, and we’re always glad we’re not in HR having to deal with stacks of them.
Well no one will have to struggle to read our handwriting anymore - introducing online enrollment forms! Your forms are...
Public Participation
Tired of emailing your plan administrator to get your addressed fixed? Tired of receiving emails all day to fix the spelling of your participants’ son’s middle name? The PaystubHQ staff is very happy to tell all of you you will no longer have to do either of these. We have opened logins to all participants, not just plan and TPA administrators.
Dear participant, what does this mean...
April 2010
1 post
New Feature: Addition of Employed Filter
We added Employed to the list of filter options for people, so that you see a list of all current employees. It is the opposite of our Terminated filter.
August 2009
1 post
Niceties for TPAs
Two small changes were just rolled out in response to feedback from our customers.
We replaced the “Welcome to your RetireHQ!” message with “Welcome to <insert TPA name here>!”
We modified the “Help” support link for plan sponsors to send emails to administrators in the TPA account instead of sending emails to the RetireHQ team. Most emails we received...
January 2009
1 post
New Feature: Exporting and "Updated" status
Before today, TPAs could export pending participants and submitted contributions. Now TPAs can export any plans, participants, contributions, and censuses. In addition, any records that are updated (by the TPA or sponsor admins) are marked with an “Updated” status. This allows TPAs to easily keep their external systems in sync with RetireHQ. Details are as follows:
Exports are in...
December 2008
2 posts
New Feature: Filters!
Today we added filters to help TPAs and their sponsors quickly see specific types of plans, people, contributions, documents, and censuses. Filters work together with searching, so you can further refine a filter to really focus in on what you’re looking for.
The image below shows the new filters on the Participants tab.
RetireHQ also remembers your filters and searches across each tab,...
Scheduled downtime: Saturday, December 13, 2008
We will be upgrading some of our servers from 9pm - 12am EST on Saturday, December 13, 2008. The application will be unavailable during this time. We apologize for any inconvience this may cause.
November 2008
3 posts
New Feature: Sponsor document upload.
Due to popular demand, sponsor administrators can now upload documents to the TPA. This includes the following file types: Excel (xls), Word (doc), rich text format (rtf), text (txt), PDF, and zip.
TPAs will see a new Inbox item, “New Documents,” indicating new submitted documents waiting for processing. Documents that a TPA uploads will continue to work the same, with the addition...
Enhancement: "Accessed" column for plans
It hasn’t been clear when a plan sponsor last logged in to RetireHQ. Until now. We’ve added an “Accessed” column to the Plans tab in TPA mode.
New Feature: Bulk contribution importer for TPAs
TPAs that prefer to keep each plan’s past contributions in RetireHQ can easily do so using the new bulk importer. Just click “Import Contributions” on the Contributions in TPA mode.
October 2008
2 posts
WatchWe took a unique marketing approach in our booth at the ASPPA Annual Conference. We received lots of positive feedback and had a blast. A big thanks goes to our artist, Veronica Jones. P.S. We can’t take all the credit for this, as we borrowed the idea from Freshbooks.
ASPPA Attendees, Say Hi.
This week, we’ll be at the ASPPA Annual Conference in DC. If you are also there, please stop by and say hi. We promise you won’t miss our booth.
September 2008
2 posts
2008 ASPPA Annual Conference
We will attend the ASPPA Annual Conference in DC this year! If you’re wondering why we’ve been a bit light on feature and updates lately, we’re busy planning and preparing our booth. We promise it will be different and exciting, so please stop by; we’re booth #307. See you there!
New pricing model
We’ve tweaked our pricing model. We now offer an à la carte structure which allows TPAs of all types to use RetireHQ as they see fit.
Click here for more information.
August 2008
5 posts
1 tag
New Validation Changes
Today, we just deployed some new features that affect validation within the application. We now check to make sure that the termination dates for employees correctly fall after the hired on date. Also, we no longer require address fields for participants. Address fields are now optional. This was something that several TPAs requested, and we are happy to simplify the process of adding...
Better dates
You can now use the MM/DD/YY date format in any date field (the “YY” part wasn’t possible until now). A lot of people like to enter dates this way so hopefully this makes the app a bit more usable.
In addition to this, all date & time values now display as Eastern Time (US & Canada), a.k.a. EDT.
New feature: Rejection reason for Contributions...
Before today, there was no way for a TPA to provide a reason for rejecting contributions or a census back to a plan sponsor (apart from calling or sending a separate email). Now, clicking the “Reject” action allows for an optional rejection reason which is included in the email notification to the plan sponsor, and is displayed on their rejected contribution or census.
1 tag
New Clean Print Layouts
Today, we released support for clean print layouts. Sending your RetireHQ screens to the printer never looked better. We’re not big printers, but our customers tell us they are.
1 tag
New Census Video
We just deployed a help video about our new census feature. This video is accessible on our tour page and in the application under the Censuses tab.
July 2008
5 posts
1 tag
Password reset, finally
We postponed this feature for too long, but now it’s available. In case you forget your RetireHQ password, TPAs and their plan sponsors now have the opportunity to request a reset of their password. Just click the “I forgot my password” link from the login screen of your account.
1 tag
Website updated
We just updated our website to reflect some of the new features we added recently. Check it out! We hope to update the tour videos in upcoming weeks.
1 tag
Census and other goodies now available
We just deployed the biggest release since our launch. Most notably, the census module is now available. Your clients can now submit their yearly census information through the RetireHQ web interface. It’s secure, fast, and convenient.
Many other features and bug fixess were also deployed with this release. Here are a few:
The list of available participants to add to your contributions...
1 tag
Unexpected downtime this morning
At around 9:53am EST on July 10, 2008, we experienced approximately 10 minutes of downtime. This was caused by an unforeseen application load error. We were able to recover from the problem quickly, but we will keep an eye on this problem. We apologize for this inconvenience and hope no one was adversely affected.
1 tag
403b Plan Type Added
We just added support for IRC 403(b) plan types. Enjoy!
June 2008
4 posts
Public uptime report
We just made our new uptime report public. This tracks when our application has (or hasn’t) been up and running. This report will always be available in the sidebar.
1 tag
Scheduled downtime tonight
We will be upgrading some of our server software at 8pm EST on June 25, 2008. The application will be unavailable for about 5 minutes or so. This update should fix some intermittent Firefox 3 issues that some have experienced.
1 tag
Bug fix for participant rehire dates
We just deployed a fix for a bug that displayed employee rehire dates incorrectly. All dates were stored accurately, but we just weren’t displaying them correctly. This is now resolved.
1 tag
Feature to avoid accidental double posting or...
We just deployed a simple feature to avoid the accidental double posting of the same form. We experienced some problems with large imports related to this, and we hope this feature helps solve that.
May 2008
5 posts
1 tag
Bug fix while duplicating contributions
We just deployed a bug fix that ensures all pending participants are allowed to contribute when an existing set of contributions is copied from the most recent.
1 tag
Unexpected downtime yesterday
On Monday, May 19 at around 2:47pm EST, our hosting provider was forced to apply an emergency upgrade to our database server. This resulted in some downtime for our customers, but was resolved by 4:45pm EST. We apologize for this inconvenience and hope no one was adversely affected. For more information, our hosting provider left a nice log of the problem and what they did to fix it.
1 tag
Unexpected downtime this morning
On Friday, May 16 at 8:30am EST, we experienced some unexpected downtime due to a disrupted connection with our database server. This was resolved by 8:50am EST, and everything is now back up and running normally. We are sorry if this caused anyone any issues.
1 tag
Feature Tweaks for Contributions
Contribution comments are now highlighted to make them more noticeable for TPAs during processing. Contribution source types are now always sorted in a particular order to make comparison easier and views more consistent. We’d like to thank Wellington 401k for these feature suggestions.
1 tag
Website Redesigned
Check it out!
April 2008
8 posts
1 tag
Bug fix while searching submitted contributions
Searching while viewing submitted contributions in TPA mode didn’t work. Now it does.
1 tag
New Context Sensitive Help Videos
We just deployed some additional context specific help videos throughout the application. Learn how contributions work, how to upload documents, how to import plans, what it means to have inaccessible plans, or how to invite sponsor administrators. These videos are accessible throughout the application in the right sidebar.
1 tag
Finding contributions and bug fixes
We just deployed some features and minor bug fixes. TPAs can now search their list of contributions by plan name.
Take the RetireHQ Tour
We just added some introductory videos that explain how RetireHQ can help you, the third party administrator. Please take a look!
1 tag
Suggestion: Assigning Subdomains
Assigning your sponsor’s plan a unique subdomain can be tricky, especially the unique part. If possible, we recommend using the company’s existing domain name as the RetireHQ subdomain. For example, if a company is named “Fiberoptic Co,” it might be tempting to give them the subdomain “fiberoptic,” which would map to fiberoptic.retirehq.com; however, their...
1 tag
Pagination and Bug Fixes
We just deployed a release where all list views now support pagination so you can page through all of your entries. We also fixed some rare edge-case bugs that affected importing plans and participants while in TPA mode. Fortunately, no one was affected by these bugs, and now, no one will be.
1 tag
Receive Emails on Status Updates
To receive emails when we post a new RetireHQ status update, please enter your email address in the sidebar to the right. Afterwards, you’ll be kept up to date with all the fantastic RetireHQ happenings.
Exporting Pending Participants
TPAs can now export their list of pending participants in CSV (comma separated) format. We hope this helps improve the workflow of registering new plan participants with external systems. TPAs will now see a new “Export to CSV” action when viewing their list of pending participants.
March 2008
15 posts
1 tag
Bug fixes on email notifications and importing...
We just pushed some bug fixes that avoid errors when contributions are processed or when a document is added to a plan that has not yet invited administrators to access it. We also improved the error handling when a sponsor imports people to avoid “unknown” errors when headers are missing.
1 tag
Updated video tutorial: "What is RetireHQ?"
The intro video will now download faster and fit better in displays using a 1024x768 resolution. Watch it at RetireHQ.com.
1 tag
If you need assistance...
…feel free to contact us directly from the app by clicking the Help link in the upper right.
1 tag
Email notifications for processed contributions
Sponsor admins now receive email notifications when contributions are processed or rejected. This deployment also includes layout updates that better fits data in plan views.
1 tag
Bug fix for outgoing emails
Invitation and document notification emails had an issue that caused them to appear blank in Outlook by putting the contents of the email in an attachment instead. This is now fixed.
1 tag
New intro tutorial: "What is RetireHQ?"
We just pushed out a new video tutorial providing a high level overview of what RetireHQ can do for you. Please check it out at RetireHQ.com.
1 tag
Email notifications for new documents
Sponsor admins now receive email notifications when new documents are uploaded to their plan.