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Contribution Reports Menu

Use the Contribution Reports sub-menu options to list pending or posted transactions for contributions, loan payments, or forfeitures; get a snap shot of all pending contribution types; get a breakdown of the contributions processed within a given time period by fund allocation, type, dollar amount, and number of units/shares. You will also be able to list participants by Plan who have not had a contribution posted to their accounts within a given time period.

The Contribution Reports sub-menu contains the following options:

Contribution Analysis Report
Pending Investment Report
Contribution Summary Register
Missing Contributions Report
Union Contribution Report
Union Transaction Statements
Contribution/Compensation Analysis Sheet