Required Minimum Distribution (RMD) requirement prior to Termination Withdrawal
Participants subject to an annual RMD must process their RMD prior to requesting a termination distribution. If a participant attempts a termination distribution prior to satisfying the required RMD they will receive the following message.

Enhanced New Participant Report
The new participant report now includes a projected entry date for participants without an enrollment date already on file.

New! Call Center Support PIN
The Phone Support PIN is an additional data point that participants set online and is used as an option for participant authentication purposes when requesting support through the Call Center.

Improved Loan repayment processing via the Contribution Grid
When a loan payment amount entered is greater than the expected loan payment amount, the system will now automatically generate multiple loan payment transactions with any remaining payment applied to principal.

Enhanced Login Security
Participants/Sponsors/Advisors/TPAs now have the option to elect two-factor authentication requirement for logging into their account.

New! Advisor Email Notifications
Advisors can now elect to be notified when plan participants perform actions on the web.