Transaction Tasks and Procedures

Adding Yourself to a Plan
If you are ever unable to emulate a participant or open the transaction approval screen for a plan in MPC, it is likely that you will need to add yourself a...
Tue, Jan 28, 2025 at 10:30 AM
Researching Vesting Discrepancies
Participants will always be fully vested in their own contributions but the employer's contributions will be subject to specific vesting schedules. When...
Thu, Apr 3, 2025 at 8:13 AM
NAV Checks Received at Home Office
April will send out an email to Transactions containing a list of incoming rollover checks that have been received at the home office. Since the participant...
Thu, May 1, 2025 at 11:16 AM
Escalation Process & Reviewing Pending Distributions/Loans/Rollovers for Status
Please see attached for NAV escalation process and step by step instructions on determining the status of distributions, loans, or incoming rollovers.
Wed, Oct 8, 2025 at 9:35 AM
Loan Processing
Under Construction Loan Processing Loans are submitted via web request (either entered by a CSR or the participant themselves) on MyPlanConnection or ...
Thu, Aug 28, 2025 at 10:21 AM
Setting Up Installments
Installments must be set up in plan specs in Relius if not already completed and then separately in the participant's census in Relius. Plan Set up:...
Thu, Oct 2, 2025 at 5:12 PM