This release includes beta support for Form 5500 filing with real-time status tracking, automated client-portal requests that instantly spin up TPA projects, and UX improvements for a smoother, more reliable experience.

New Features

Form 5500 Creation and Submissions

Form 5500 is a mandatory annual ERISA compliance filing (DOL, IRS, PBGC) for certain employers and plan administrators. With this release, clients can create, collect signatures on, and submit 5500s (EZ, SF, long form and schedules) directly in CX. A new Investments page displays submission statuses in real time.

Client Portal Requests

Plan sponsors can now submit requests (e.g. distributions) through the client portal. Each request automatically launches a corresponding project in CX and assigns all necessary tasks to the TPA team. Learn how to use client requests

Notable Improvements

We have identified and implemented improvements for the following issues:

1. Overlapping Filters on Tasks: Filter drop-downs no longer overlap or remain open incorrectly; only the active dropdown is displayed.

2. Notifications, User Icons, and Activity Logs Showing as Undefined: When users perform actions, receive notifications, or look at their profile, the user icon will now display either the user’s profile picture or correct name initial.

3. Client Created Date: When viewing a client record, the create at date will now correctly display the date the client was created.

4. Form Title Overflow: When viewing form responses, the title will display correctly.