Tech Enhancements - February 2 2023

RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.

• Scorecard/Returns Analysis with CIT Equivalents
  • The display order for flexPATH funds have been updated to an easy-to-follow sequence
  • Fund Lookup area has been streamlined to allow users the flexibility to download both standalone Scorecard/Returns Analysis and Scorecard/Returns Analysis with CIT Equivalents
  • Allocation funds with missing scores are now displaying in our CIT equivalent report options 
    • more updates to come
• Returns Analysis
  • The index is now accurately displayed within the active column, making it easier to access and view
• WellCents Report
  • The output report now showcases the before data in front of the after data, making the information more organized and easier to understand
  • The cumulative report charts now display a helpful percentage calculation, rather than just the total number of participants, providing a clearer picture of the data.
• Asset Class Review
  • The funds now appear in the exact order selected by users when generating Asset Class Review reports from the convenient Fund Lookup area, making the process more user-friendly.
• PAL
  • Duplicate Plans will no longer be created when utilizing the Auto-linking feature, saving time and improving accuracy.
• Provider Analysis
  • duplicate bidders will not appear when creating Provider Overview reports ensuring a more accurate and refined report.

• Scorecard
  • A new Quarterly Report option has been added to the Scorecard accessible from the Plan Details page
    • This new feature instantly generates a simplified, plan-specific report containing the following features
    • Market Review
    • Scorecard Methodology
    • Plan Allocation by Investment Type
    • Style Box - Short
    • Scorecard
    • Scorecard Scatter Chart
    • Returns Analysis
    • System Disclosures 
• Plan Design
  • The Roth feature now has a clear and user-friendly interface, controlled by radial buttons, to determine whether this option is allowed or not allowed. This replaces the previous checkbox, which may have led to incorrect selections by some users
  • New plan type options now available for Individual 401(k) or Simple IRA Plus