Setup Menu
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Use the Plan tabs to define the basic plan rules as specified in the plan document. TSM.Net refers back to these rules when processing transactions on the core system or via the internet or VRU. When filling out the tabs for the Plan option, please refer to your plan document, SPD, or other documentation.
The Plan window has ten tabs. The following is a brief description of what each window contains. Click on the tab links below to see details for each tab.
On the Setup tab you define basic information about a plan, such as the plan name, fiscal year end, and plan type.
Use the Loan tab to identify the loan data needed to process a loan on the core system, Internet, and the VRU.
On the Vesting tab, you define the vesting methodology and the age and years of service requirements for retirement.
The Name / Address tab contains contact information for the plan sponsor.
On the Non-Qualified tab, you can define the various types of compensation used in calculating contributions to a Non Qualified Plan.
Use the Billing tab to identify billing information: CSR billing rep, source, trustee, and sales commission information.
On the Other tab you establish the minimum and maximum contribution percentages, as well as other rules for the plan.
Use the Misc. tab to define electronic contribution file names and network settings.
Use the Statement tab to define the Participant statement.