RetireHQ Status

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, so when you return to a tab it’ll display what you saw when you left it.  Each inbox works this way too.  Give it a try, we think you’ll like it.