PLAN-LEVEL WEBSITE: TPA Auditor Kit

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Go to Plan Information, Documents. Click on the document you want to view TPA-AUDITOR KITS contains the YEAR-TO-DATE YTD DATA REPORTS for Year-End and the Data Extracts for Contribution Calculations, Compliance Tests, Form 5500, and for Form 5500 Audits. Please access your SECURE/ENCRYPTED Plan-Level Website to VIEW/DOWNLOAD/SAVE /PRINT/ARCHIVE your TPA-AUDITOR-KIT for your Plan. All Year-To-Date YTD and YEAR-END items are available AUTOMATICALLY from our RecordKeeping System within approximately 3-to-4 Business Weeks following the Plan-Year-End. The TPA-AUDITOR-KIT lists the accumulated CONTRIBUTIONS, LOAN RE-PAYMENT AMOUNTS, YTD Distribution Reports, YTD Loan Reports, etc. for the Plan Year. You can use the provided FILES from our RecordKeeping System as you see fit to complete your work. The TPA-AUDITOR-KIT is a zip folder with the Year-To-Date YTD Reports and YEAR-END Data Extracts from the RecordKeeping System and from the Trust/Custody System to help you the TPA-and the Form 5500 Auditor if it is an audited Plan with the Year-End Contribution Calculations/Compliance Tests/Form 5500 preparation, Form 5500 Audit requirements if needed, etc. The Year-To-Date Data Review and Year-End Data VERIFICATION utilizing the TPA-AUDITOR KIT are our System's means to assist you to preserve accuracy, minimize your work and to help you at the year-end with your time-sensitive TPA and Audtitor work. The TPA-AUDITOR EXCEL LOG lists the contents of the TPA-AUDITOR KIT. Please review the Excel Log and the contents of the TPA-AUDITOR KIT. After your review of the Excel Log and the contents of the TPA-AUITOR KIT, If you need additional data, then, please contact our Team support@401kdirectpro.com for any help. Please e-mail this TPA-AUDITOR-LOG Excel File back to our Team support@401kdirectpro.com with your list for the ADDITIONAL/MISSING items for your respective Plans. For EACH Plan, Please provide a SINGLE LIST of ALL additional/missing items on the bottom of the TPA-AUDIKITOR KIT Excel Log File. We will review, research, and will upload the additional requested items into your Plan-Level Website. TPA & AUDITOR: YEAR-TO-DATE PAYROLL CONTRIBUTION DATA LOG and the YEAR-END CENSUS VERIFICATION: Throughout the Year and also at the Year-End, our RecordKeeping System provides the TPA & AUDITOR the YEAR-TO-DATE PAYROLL CONTRIBUTION LOG and the detailed CENSUS DATA EXTRACT for your REVIEW and VERIFICATION. This YTD PAYROLL CONRIBUTION LOG and YEAR-END CENSUS DATA VERIFICATION items are to assist you with your Plan's Year-End Compliance work Census Reconciliation, Contribution Calculations, Compliance Tests, Form 5500 preparation, Form 5500 Audit if required, etc. TPA ANNUAL VESTING UPDATE: Our Recordkeeping System tracks the YEARS-OF-SERVICE, VESTING %, and tracks ELIGIBLE Participants and INELIGIBLE Employees to assist you, your Plan Sponsor, and your Investment Professional. The VESTING and ELIGIBILITY DATA is available via the Recordkeeping System Plan Websites. TPA: Please provide the VESTING UPDATE EXCEL FILE with SOC. SEC.#, LAST NAME, FIRST NAME, DOB, DOH, DOT, VESTED-YEARS-OF-SERVICE with the necessary data to UPDATE the Employee Database based on the ANNUAL CENSUS DATA that you have received from your respective Plans. Please complete this item as soon as possible after the Plan-Year- End for each of your Plans.