RetireHQ Status

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 CSV format (and, as always, XML is available too).
• Two new inbox items keep track of “Updated Plans” and “Updated Participants.”
• Exporting any updated records clears their “Updated” status.
• TPAs can filter and search as desired, then export the results.
• Email notifications inform other TPA admins about exports.
• In plan mode, the TPA can export people, contributions, and censuses.