RetireHQ Status

Add Documents via Email

Thu, 23 Sep 2010 06:08:47 -0400

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 using the Subject and Body of the email as the title and comments, respectively, of your documents. No need to even open a browser.

This ability opens up other very helpful avenues of document handling such as using virtual fax services (like eFax) to fax documents right into your PaystubHQ account! Your scanner just got a little less useful.

Multi-Document Uploads

Wed, 22 Sep 2010 10:54:49 -0400

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 title, date, and any comments.

Additionally administrators can set the permissions for the documents. The allowable permissions are:

Administrators Only
Administrators and Specific Participants
Administrators and All Participants
Anyone

If you select “Administrators and Specific Participants” you will be shown a list of users in the current plan from which you can pick and choose who you want to see the document.

This will make it even easier to use PaystubHQ as your online file cabinet!

Online Enrollment Forms

Tue, 21 Sep 2010 12:12:44 -0400

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 completely custom allowing you to collect only the information you need and make the instructions as detailed as necessary eliminating confused users and frustrated plan administrators.

And those stacks of forms to go through? Gone. Export all the form responses in CSV format, import them into your favorite spreadsheet program, and you’re all set.

Public Participation

Mon, 20 Sep 2010 08:55:42 -0400

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 for you? Once you have set up your account via our easy to use public sign up page, you will be logged into the system automatically where you have the freedom to make changes to your own account without having to wait for someone else to do it. You can also view your contributions as soon as they are accepted and upload documents for for your administrators to have on file.

And for you administrators it means less work! Accidentally wrote a participant’s address as “Street” instead of “Way”? They can log in and fix it themselves now. Need a document in a hurry? Have them log in and upload into the system. Easy!

We are committed to making your jobs and lives easier and this goes a long way in doing that.

New Feature: Addition of Employed Filter

Fri, 23 Apr 2010 11:38:00 -0400

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.

Niceties for TPAs

Thu, 13 Aug 2009 16:11:00 -0400

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 dealt more with plan logistics than the software itself. Don’t worry, TPAs can still email us for support anytime.

New Feature: Exporting and "Updated" status

Tue, 27 Jan 2009 23:46:00 -0500

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.

New Feature: Filters!

Mon, 22 Dec 2008 21:24:00 -0500

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.

Scheduled downtime: Saturday, December 13, 2008

Wed, 10 Dec 2008 09:41:45 -0500

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.

New Feature: Sponsor document upload.

Wed, 26 Nov 2008 17:41:17 -0500

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 of the new file types listed above.

Enhancement: "Accessed" column for plans

Sat, 15 Nov 2008 22:53:00 -0500

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

Sat, 15 Nov 2008 22:34:51 -0500

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.

We took a unique marketing approach in our booth at the ASPPA...

Thu, 23 Oct 2008 18:02:44 -0400

We 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.

Sat, 18 Oct 2008 21:47:51 -0400

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.

2008 ASPPA Annual Conference

Thu, 11 Sep 2008 11:32:53 -0400

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

Thu, 04 Sep 2008 16:56:00 -0400

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.

New Validation Changes

Thu, 28 Aug 2008 17:20:00 -0400

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 participants.

Better dates

Tue, 12 Aug 2008 23:51:00 -0400

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 and Census

Mon, 11 Aug 2008 23:50:00 -0400

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.

New Clean Print Layouts

Fri, 08 Aug 2008 12:04:00 -0400

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.