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TSM SmartClient Menu Options
File Menu
Job Queues
Upload
Download
Group Folder
Delete
Change Password
Log Out
Exit
Setup Menu
System Menu
Control
Employee Maximum Contributions
User Security
Security Profile
Holiday
Tax
Tax 1099
Subtypes
Products
Plan Types
Plan Menu
Company
Plan
Setup tab
Loan tab
Vesting tab
Name / Address tab
NonQualified tab
Billing tab
Other tab
Misc tab
Statement tab
Contribution Sequence
Vesting
Internet Setup
Participant Site
Sponsor Site
Employer Match Setup
Participant Eligibility Rules
Plan Participation
After Tax
Match Contributions
Profit Sharing
Forfeiture
Safe Harbor
Location
Break in Service Rules
Funds Menu
Participants Menu
General Information
Name/Address tab
Dates tab
Password tab
Other tab
Assign to Plan tab
Participant Plan Other Information
Flags tab
Dates tab
Eligibility tab
Other tab
Write Up tab
Investment Direction
Investment Direction History
Payroll Detail
Alternate Vesting
Beneficiaries
Employment Dates
Update Eligibility
Transaction Rules Menu
Transaction Profile
Transaction Fees
Inquiry Menu
Holdings
Transaction Inquiry
Plan Prices
Mass Share Value Entry
Participant Search
Plan Holdings
Participant Call Center
Transactions Menu
Contributions Menu
Individual Contributions
Direct Client Entry
Loans Menu
Loan Input
Loan Repayments
Distributions Menu
Refunds
Terminations
Withdrawals
Transfers Menu
Fund Level Transfer
Source Level Transfer
Fees/Insurance Premiums Menu
IPX Billing
Generic
Convert Holdings Transactions
Post Transactions
Trading Menu
Batch Trading Export
Batch Trading Process
Trade Confirmations
Distribution Processing
Reset Distribution Processing Flag
Annuity Processing
Carrier Financial Export
Matrix Import Export
Reports Menu
Distribution Reports Menu
Withdrawal Statements
Distribution Register (Tax Report)
Distribution Review Report
Contribution Reports Menu
Contribution Analysis Report
Contribution Summary Register
Missing Contributions Report
Loan Reports Menu
Outstanding Loans
Loan Repayments Report
Overdue Loan Report
Statements Menu
Statement Run
Web Statements Menu
Web Statement Run
Web Statement Maintenance
Setup Menu
TPA Statement Configuration
Statement/Plan Association
Statement Text Editor
Interfaces Menu
Payroll File
Conversion File
Profile Maintenance
Profile Fund Maintenance
Exports Menu
Participant Extract
How Tos
How to Deactivate a Participant
How to Deactivate a Plan
How to Add a Logo to a Plan
How to Create, Modify, and Delete Transaction Fees
How to Add a Logo to the AWEB/PWEB/SWEB Login Page
How to Emulate a Participant
How to Emulate an Agent/Advisor
How to Manage an Agent's/Advisor's Credentials
How to Manage a Participant's Credentials
How to Update an SRA
How to Set SRA Contribution Method
How to Setup a Plan
How to Setup Max Compensation and Contribution Limits
How to Setup a New Investment Firm/Agency
How to Add/Update/Delete a Statement Notice
How to Assign a Statement to Plans
How to Configure a Premium Statement Template
How to Generate Monthly PROR
How to Run Statements
How to Turn on On-Demand Statements on PWEB
How to Upload a Plan Logo to Use on Statements
How to Set Up Security Rights for a User
How to Set a Plan as Open/Slotted
How to Create an Annuity Product
How to Set Up Participant Eligibility Rules
How to Update Eligibility
How to Unlock Master Account
TSM SmartClient Menu Options
