Changelog
Help Center

January 6th, 2026

New

Improved

Fixed

CX Platform

CX 1.05.2026

Happy New Year!

With the new year, we’re ringing in some large improvements to the CX platform that will help your team this census season.

Features and Improvements:

Plan Admin Dashboard

We’ve added a new Plan-Year Admin Status that provides a clear, consistent view of where each plan year stands in the annual administration lifecycle. This status is automatically calculated from key upstream signals, supports manual overrides with full history, and keeps parallel work like Notices, SARs, and RMDs tracked independently. The result is improved visibility, more reliable reporting, and a stronger foundation for automation, dashboards, and SLAs—helping TPAs manage plan years with greater confidence and efficiency.

Email Locking

We have added a new feature to lock and unlock email templates to prevent edits when being utilized by projects and automations. This helps ensure the correct verbiage is sent at the right time.

IRS Compensation Guidelines

We have updated our scrub check system to account for the new IRS contribution limit guidelines for 2025.

Export Retirement Plan Report Update

We have added configuration options for excluding/including participants with 0 compensation.

Bug Fixes:

  1. Questionnaire Field Default - We resolved a bug where switching question defaults for a questionnaire would cause the form to break.

  2. View Deletion Issues - We have resolved issues when deleting custom data views and have additionally updated the confirmation message to better reflect updates.

  3. View Cloning - We have resolved issues with cloning templates where views would be created with incorrect resource types.

  4. Early Retirement Age - We have resolved an issue where early retirement age provisions calculate incorrectly.

  5. Export Filter Results - We have resolved an issue where filter results on the plan admin dashboard could not be exported.

  6. Client Invite Deduplication - We have resolved an issue where email invitations would send multiple times to plan sponsor contacts.

  7. Custom Views Overflow - We have resolved an issue where adding additional fields to a view would flow out of the view port.

  8. Payroll Connection Page - We have resolved an issue where certain payroll connection tasks would get stuck in the connection flow.

  9. Contact Visibility Issues - We have resolved an issue where certain visibility standards were not being applied correctly to certain plan contacts.

  10. Project Plan Selection - We have made an update to ensure only plans associated to the plan sponsor company can be selected on a project record.