Features and Improvements:

This release includes a major new workflow enhancement along with usability improvements and bug fixes to improve platform reliability and performance.

Milestone Tracking and Reporting

We have launched a new milestone tracking and reporting experience that unifies milestone setup, reporting, and day-to-day updates in one workflow. We have done this to replace fragmented task-completion views with a cleaner, milestone-first model that includes improved table layouts, inline actions, better navigation, and more consistent UX patterns.

What it means for you: TPAs can configure workflows faster, monitor progress more clearly, and make milestone updates with fewer clicks. Support Guide

Bulk Recalculate for Plan Admin Status

We have added a bulk recalculate option for Plan Admin statuses from the UI. We have done this to reduce repetitive manual recalculation when many records need refreshes.

What it means for you: You can calculate large sets of plan statuses in significantly less time.

Client Portal Census Instruction Clarity

We have updated census instructions shown to plan sponsors in the client portal to better reflect correct inclusion criteria. We have done this to reduce misinterpretation and prevent avoidable census submission mistakes.

What it means for you: You receive cleaner client-submitted data and spend less time correcting preventable census errors.

Client Task Completion Messaging

We have added additional messaging when completing client tasks to clarify that when completing a client task it will remove it from the client portal.

Bug Fixes:

1. Address Selector Input Color - We resolved an issue where typed address text could render in an unreadable color.

2. Census Relationship Removal Behavior - We fixed a defect where removing selected family relationships in census workflows did not persist correctly.

3. Bulk Delete Participants Action - We resolved a Plan Admin issue where bulk participant deletion actions were not being applied.

4. Client Portal Invite Modal Submission - We fixed the invite permissions modal flow so submit behavior completes without requiring a manual page refresh.

5. Owners and Officers Export Output - We fixed a reporting defect that could prevent Owners and Officers export files from generating.

6. Negative Totals Display in Data Views - We resolved incorrect negative value presentation in totals-related data views.

7. Participant Task Compensation Visibility - We resolved a defect where compensation values could appear missing in participant task review after import.

8. Year-End Questionnaire/Census Submission - We resolved a submission flow defect that could block year-end census questionnaire completion.

9. Ownership Approval Progression - We fixed a flow issue that could prevent progression after confirming an ownership approval with no entries.

10. Payroll Export SSN Accuracy - We resolved SSN mapping errors in exported payroll files.

11. Client-Uploaded Census File Access - We fixed a defect where uploaded census files were not consistently accessible from payroll/reporting views.

12. Prior-Year Inactive Participant Carryover - We fixed census logic that could incorrectly include prior-year inactive participants in current-year data.

13. Portal Access Authentication Failure - We resolved a login/access issue affecting portal authentication for some users.

14. Payroll Sync Error-State Mismatch - We fixed payroll sync state handling where connections could report errors despite successful sync records.

15. Plan Admin Status Persistence - We resolved issues where Plan Admin statuses displayed incorrectly or did not persist after updates.

16. Email Blast PDF Attachment Handling - We fixed email blast behavior so PDF files are sent correctly as attachments.

17. Email Portal Link Encoding - We resolved an email encoding issue that could route users to the wrong destination.

18. Invalid Download File ID During Census Approval - We fixed a census approval defect that triggered invalid download file errors.

19. Projects Tab Client Filter Results - We resolved a filtering issue where valid projects were not returned for specific client searches.

20. Payroll Re-authentication Flow - We fixed a re-authentication defect that could fail despite an active payroll connection.

21. Cross-plan Census Data Separation - We resolved data-mapping issues that could mix participant/census data across similarly named plans.

22. Workflow Data Accuracy for Census/Plan Views - We fixed workflow data display issues that could show outdated or incorrect status details.

23. Investment Statement Attachment Stability - We resolved detachment issues affecting statements linked in investment dashboards.

24. Payroll Connection Syncing Stuck State - We fixed a defect where payroll connections could remain stuck in syncing status.

25. Report/Task Navigation Client Filter Reliability - We resolved a navigation/filtering edge case that could hide expected records in workflow lists.

Features and Improvements

Annual Payroll Frequency Option in Client Portal: We have added an "Annual" option to the payroll frequency dropdown for census data collection tasks in the Client Portal. This was done to support plan sponsors and TPAs who manage annual payroll cycles.

Filtered Contacts Export Report: We have added the ability to export filtered contacts into a report that includes first name, last name, email, phone, company, and role details. This was introduced so teams can quickly turn targeted contact views into actionable lists for outreach and operations.

Tasks Page Automation and Assists Updates: We have updated the Tasks page to allow filtering by automations and to default Assists to show all tasks. This was done to improve visibility into automated workflows and reduce the need to adjust views each time the page is opened.

Retroactive Task Completion Logging Across Existing Work: We have expanded retroactive completion logging so task completion reporting can be applied more broadly using task-name matching, not only template-level mappings. This was done to improve historical consistency when reporting rules are updated after work is already in progress. Learn More

Bug Fixes:

Remove Census Imported Badge in Company View: Resolved an issue where the "Census Imported" badge remained visible in the company view when it should not display.

Plan Admin Status Activity Log Labels: Fixed plan admin status activity logs so they now display readable status labels (for example, "Data Request Sent") instead of internal enum values.

Missing created_at on Some Census Records: Fixed an issue where create/import census flows could insert records without a created_at value.

Client Portal Multi-Portal Login List Readability: Resolved a display issue where users with access to multiple client portals could not clearly view and scroll the portal selection list.

Client Portal Owners/Officers Submission: Addressed an issue in the owners/officers flow so related/principal participant data is set correctly during submission.

Features and Improvements

Filter Search Auto-focus: We have added automatic focus to the search input when you open a filter panel anywhere in the application. This was done to reduce extra clicks and speed up filtering—you can start typing as soon as the filter opens. For you, this means faster navigation and less friction when filtering projects, tasks, clients, or other lists throughout the platform.

Project Status Filter: Multi-Select We have updated the project status filter to support multiple statuses at once using checkboxes instead of a single selection. Multiple clients had requested the ability to filter projects by more than one status (e.g., "In Progress" and "Review") in a single view. You can now select several statuses together when viewing your project and task lists, so you can see exactly the mix of work you need without applying the filter repeatedly.

Bulk Participant Actions: We have introduced bulk actions for census participants so you can update many participants at once. When you use "More > Bulk actions" on a participant list, you can now mark participants as inactive. Support Guide

Multiple Payroll Client Controls: We have added a client-level setting that allows you to enable multiple payroll connections per plan sponsor. On the client overview page (above the notes field), a new "Enable Multiple Payroll Connections" option lets you turn this on when your service agreement supports it; when enabled, plan sponsors can connect more than one payroll in the Client Portal.

Bug Fixes and Performance Improvements:

Live Service Tracker Duplicate Entries: Resolved an issue where the live service tracker could show the same person multiple times.

Re-Applying Search Filter: Fixed a bug where changing search criteria and clicking Apply again could break the filter state; filters now update correctly when you re-apply with new search terms.

Client Portal Unable to Add Additional Owners: Fixed an issue where typing an SSN and selecting a name in the owner flow did not add the owner; selection and add flow now work as expected.

Use Last Year's Record Clearing Other Fields: Fixed a bug where using "Use last year's record" in one field could clear prior-year information in other fields on the same form.

3(16) Payroll Processing Project: First Automation Not Running – Resolved an issue where the first automation in the 3(16) payroll processing project was not running for plans with mapped payrolls and a dedicated payroll submissions project.

Payroll Export Date Range: Fixed date range handling so that exported payroll data matches the selected pay period start and end dates on the payroll screen.

SharePoint Import Not Importing Files: Resolved an issue where SharePoint import was not successfully bringing files into the system.

Date of Hire Inactive Logic: Updated inactive employee logic so that employees with a termination date but no date of hire are correctly marked inactive in payroll reporting.

Client Portal Unable to Select Owner by SSN Search: Fixed an issue where searching by last four of SSN on the Owner & Officers page did not allow selecting the person from prior-year census; search and selection now work correctly.

Client Portal Owner Selection SSN Display: We have updated the Client Portal so that participant SSNs are not shown when they are missing or invalid.

Bug Fixes and Improvements

Trust Accounting Sheet Generation - Resolved an issue where custom format Trust Accounting sheets were failing to generate correctly for certain plans, ensuring reliable export of trust accounting data in your preferred format.

Trust Accounting Scheduled Scripts - Fixed an issue where scheduled Trust Accounting scripts were not running as expected, restoring automated processing functionality.

Trust Accounting Statement Download - Resolved an issue preventing certain trust accounting statements from being downloaded, ensuring reliable access to statement files.

Transaction Details Population - Fixed an issue where transaction details were not populating on the account summary page after saving changes to transaction details within a statement.

Plan Status Display for Ignored Accounts - Fixed an issue where plans with all accounts set to "ignore" in TPA Assets were incorrectly showing as "missing" instead of "ignore," causing confusion when reviewing plan status.

Features and Improvements:

Accept Current Value for Census Scrub Checks

We have introduced the ability to accept or dismiss census scrub check alerts that may not be relevant for specific clients. When viewing scrub checks, you can now select "Accept Current Value" to remove an alert from the list. If you need to review previously accepted checks, simply select More > Reset Census Issues to restore them. This gives you greater control over your census review workflow and reduces noise from alerts that don't require action.

Improved Plan Selection Visibility in Sidebar

We have updated the sidebar to ensure that the currently selected plan is visually highlighted consistently with other sections of the application. This visual improvement makes it easier to quickly identify which plan you're working with as you navigate through different areas of the platform.

Bug Fixes:

Email Template Access Error - Resolved an issue where users encountered a "Failed to parse body" error when attempting to open email templates, preventing access to template editing functionality.

Payroll View Context Menu Navigation - Fixed an issue where the payroll view lacked quick navigation options. You can now right-click on any row in the payrolls page to access a context menu with options to view Company, Plan, Payroll Connection, Participants, and Payroll API Mapping.

Participant Page Payroll Navigation - Corrected the navigation behavior when clicking on the Payroll card from the Participants page. The link now properly directs you to the appropriate payroll connection or reports view based on the connection type.

Payroll Filter Results Consistency - Resolved an issue where payroll filters were not consistently displaying results that matched the selected filter criteria, ensuring more reliable data filtering.

Plan Admin Census Data Type Display - Fixed the census data column on the Plan Admin page to correctly display "Payroll" when connected to a payroll integration and "Reports" when using uploaded payroll or census reports.

Census Data Editing Persistence - Resolved an issue where selecting one census issue resolution option caused other available options to disappear from the page until refresh. Issue options now remain visible when making multiple corrections.

Payroll Sync Service Stability - Fixed an unexpected error in the census eligibility calculation that was causing the payroll sync service to fail for certain plans.

Enhanced Search Across Application Pages - Improved the search functionality across multiple pages including Plan Admin, Participants, Payroll, Investments, People, and Clients. Search is now available in the filter bar by default, and you can use Cmd/Ctrl+F for quick access.

Payroll Status Count Updates - Fixed an issue where status chip counts on the Payroll page were not updating when applying search filters. The counts now accurately reflect your filtered results.

Client Deep Link Selection - Resolved an issue where navigating directly to a client page via deep link did not properly highlight the selected client in the companies list, especially when the client was not initially visible.

Plan Admin Payroll Data Navigation - Fixed an issue where selecting "View Payroll Data" from the right-click context menu on the Plan Admin page was not functioning correctly.

Bug Fixes

Transaction Details Population - Resolved an issue where transaction details were not automatically populating on the account summary page after linking a missing statement to an account, requiring manual intervention to view transaction information.

Features and Improvements:

Enhanced Export Filter with Questionnaire and Census Data

We have expanded the export filter functionality to include questionnaire columns and census data columns that are available on the Plan Admin page. Previously, when exporting filtered results, these important data points were not included in the export file. This enhancement ensures that TPAs can export comprehensive plan information in a single file, including all questionnaire responses and census data that they can view on the Plan Admin page. This means you can now generate complete data exports for reporting, analysis, or client communications without manually compiling information from multiple sources.

Bug Fixes:

Plan Admin Table Client Notes Overflow - Fixed an issue where the client notes column in the Plan Admin table had a fixed minimum width that caused horizontal overflow, pushing other columns off the page and making the table difficult to use.

Payroll Parser Census Import - Resolved an issue where the payroll parser failed to import some census files, causing cells that were visible during the preview step to disappear when attempting to complete the import.

Dashboard Settings Access - Fixed an inconsistency where dashboard settings and widget editing options were not available after saving and returning to a dashboard, preventing users from making necessary adjustments to their custom dashboards.

Client Task Completion Notifications - Resolved an issue where notifications were not being sent when clients completed tasks. We have also added the ability to configure which internal roles receive these notifications in Settings > Advanced, ensuring the right team members are informed when client tasks are completed.

Census Completion Step Validation - Fixed a validation issue that allowed clients to submit the census completion step without actually providing census data or establishing a payroll connection, which could lead to incomplete data collection.

Duplicate Task Creation - Resolved an issue where tasks were being duplicated multiple times for a single project launch, causing confusion and unnecessary work for TPAs managing client projects.

Client Portal Login Link in Email - Fixed a malformed URL issue in the Pending Task email notification that prevented the login button from working correctly, ensuring clients can reliably access their tasks through email notifications.

Employee Census Information Overrides - Fixed an issue where manual overrides for employee census information (such as Hours Worked and Gross Compensation) were not persisting and would revert to payroll-provided values, preventing TPAs from making necessary corrections to employee data.

Features and Improvements:

Show Modal to Confirm Delegated Access and Explain Implications

We have added a confirmation modal that appears when accessing the client portal through delegated access, clearly explaining the implications of this action. This ensures you understand when you are viewing the portal on behalf of a client and helps maintain clear boundaries between your administrative view and the client experience.

Add Help Text to Bulk Task Deletion Modal

We have added informational text to the bulk task deletion modal that warns you when automations set up to run after deleted tasks will not automatically trigger. This helps you understand the full impact of bulk deletions and prevents unintended workflow interruptions, allowing you to make informed decisions about task management.

Request Live Client Portal Screen View

We have implemented a live screen sharing feature that allows you to request and view a client's screen in real-time when they are active in the client portal. This enables you to provide immediate assistance and guidance to clients, improving your ability to troubleshoot issues and support client interactions without requiring separate screen sharing tools.

Read the support guide here: Client Portal Live View

Check Email Connectivity and Roles Assignments Before Launching Projects

We have added a connectivity check that alerts you when your email inbox is disconnected or specific roles are not assigned, before launching projects with email automations. The system now shows you which clients and plans will be affected and gives you options to connect your email and confirm role assignments before launching the project.

Bulk Provisions Upload

We have implemented the foundation for bulk provisions upload functionality with a new modal interface and step indicator. This initial release provides the user interface structure for uploading provisions files in bulk, setting the stage for more efficient provisions management that will reduce the time spent on individual plan setup.

Read the support guide here: Bulk Provisions Upload

Bug Fixes:

Negative Numbers on Plan Admin Dashboard - We resolved an issue where negative numbers were incorrectly displaying on the plan admin dashboard instead of accurate plan counts.

Pay Change Report Generation - Resolved an issue where the pay period change analysis report automation was failing, preventing reports from being saved to client directories automatically.

Removing Inactive Tag on Project Templates - Fixed an issue where the "Inactive" tag could not be removed from project templates, allowing you to manage template tags as needed.

Unable to Send Email Review Documents Request Through Automation - Fixed an error that was preventing internal email communications from being sent when using the "assignee" as the sender address in email automations.

Project Launch Failures - Resolved an issue where projects could not be launched if clients did not have a Project Lead role assigned, making the Project Lead role optional for project launches.

Questionnaire Form Submissions - Fixed an issue where plan proposal projects were failing to launch after questionnaire completion, ensuring projects trigger correctly when questionnaires are submitted.

Plan Admin Status Recalculation Errors - Fixed an issue where questionnaire and census data indicators temporarily disappeared from the plan admin table during status recalculation, ensuring status information remains visible throughout the process.

Plan Admin Page Updates - Fixed filter inconsistencies, added sort options to table columns, added Company Tags filter option, and added a column to display company-level tags for better plan administration visibility.

Plan Admin Page Census and Questionnaire Columns - Fixed filter functionality issues, resolved negative number displays caused by duplicate database entries, added Questionnaire and Census Data status columns, and improved filtering to show MEPS/PEPs plan sponsors by default with optional joinder company inclusion.

Failed to Update Plan Issues - Resolved an issue where a "Failed to update plan" error message appeared when updating provisions, even though the updates were actually successful, and fixed an error that occurred when editing provisions directly after importing.

Client Directory Updates - Updated the system to prevent accidental deletion of client directory folders, protecting your file organization structure.