Conduct efficient audits. Save your team's time.
Ensure your audit accurately captures the requirements from the plan documents.
Automatically check each employee's date of hire to see if they meet the requirements.
Verify that the employee worked the minimum number of hours to participate. No minimum? No problem!
Automatically check each employee's date of birth to see if they meet the requirements.
See the exact date an employee became eligible, even with specific entry term conditions.
The day the employee meets all requirements they are considered eligible.
Count the employee as eligible the 1st of the month after they meet all requirements.
Employee must wait until the quarter after they meet the requirements to become eligible
Employee must wait until the quarter after they meet the requirements to become eligible
AuditPatterns works for any start date, and entry terms like Plan Semi-annual work based off of the plan start instead of the calendar year.
Connect the census columns and the system will do the rest of the work.
Include both 401K and Roth contributions. Capture employer matching and employer non-elective contributions.
Census file have too many columns to sort through? Just search for the column name and it will appear!
Get the insights you need to perform a quality audit.
See summaries and find all records by a number of attributes, including:
Easily reference the plan requirements when reviewing previous audits.
Easily reference the plan requirements when reviewing previous audits.
Download all processed records or only the newly eligible employees with a single click. Sort and filter the enhanced census data directly in the application.
Select specific records, or download newly eligible or all records.
Easily reference the plan requirements when reviewing previous audits.
See who became eligible during the audit year.
New columns automatically include minimum requirements for future reference.
Hand pick records to create and download a sample selection file.
