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Category Article Last Updated Actian SQL FAQ393_Error_102status_171__Cannot_open_ASC.htm 7/23/2019 3:34:51 PM Actian SQL FAQ76_Error_102status_161_starting_ASC.htm 7/23/2019 3:41:20 PM Daily Val - DV Direct FAQ1015_Importing_Transactions_replaces_STANDARD_Variable_Transaction.htm 3/31/2017 1:15:49 PM Daily Val - DV Direct FAQ251_Maximum_number_of_funds_in_a_daily_plan.htm 1/7/2016 6:21:57 PM Daily Val - DV Direct FAQ269_Transfers_done_incorrectly__How_to_correct.htm 7/8/2014 6:43:45 AM Daily Val - DV Direct FAQ310_Fidelity_Advisor_Channel_version_68.htm 7/8/2014 6:43:46 AM Daily Val - DV Direct FAQ322_MSCS_-_Cant_retrieve_files_from_MSCS_with_new_PC.htm 7/8/2014 6:43:46 AM Daily Val - DV Direct FAQ385_Resending_Trade_Orders.htm 7/8/2014 6:43:46 AM Daily Val - DV Direct FAQ472_Excess_Aggregate_Contributions_with_Daily_Val.htm 7/8/2014 6:43:47 AM Daily Val - DV Direct FAQ509_Adding_extra_holidays_observed_by_our_company.htm 7/8/2014 6:43:48 AM Daily Val - DV Direct FAQ537_Error_-_Summary_Record_Already_Exists.htm 7/8/2014 6:43:48 AM Daily Val - DV Direct FAQ558_Full_Liquidation_and_Transfer_Out_of_DVDirect.htm 7/8/2014 6:43:48 AM Daily Val - DV Direct FAQ575_Error_33_adding_new_DV_plan.htm 7/8/2014 6:43:48 AM Daily Val - DV Direct FAQ726_DV_Transferring_transactions_from_one_plan_to_another_plan.htm 3/31/2017 1:12:52 PM Daily Val - DV Direct FAQ772_When_are_NDX_trades_created_in_lieu_of_SDX.htm 1/7/2016 6:23:04 PM Daily Val - DV Direct FAQ782_Merging_Transactions_for_a_Duplicate_Employee.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ792_Extract_-_records_are_not_being_processed__Transition_file_not_found.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ802_When_trying_to_add_a_new_daily_plan_to_the_master_case_list_get_warning_that_case_is_not_the_primary_case.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ805_DV_--_Loans__How_to_payoff_a_loan.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ806_DV_--_Loans__Combining_existing_loan_with_a_new_loan.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ811_How_to_Rebalance_Portfolio.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ815_Rate_of_return_not_displayed_on_Gemini.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ821_DV_If_contributions_are_input_but_not_split_do_they_show_on_the_statements.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ834_DV--_Loan_Maximum_Available_Amount_Calculation.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ837_DV--Loans_How_to_post_accrued_interest_on_a_loan_we_are_going_to_default.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ850_DV_--_Deconversion_of_accounts_and_reports_close_out.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ851_DV__Fund_company_merged_CUSIPs.htm 7/8/2014 6:43:51 AM Daily Val - DV Direct FAQ867_Disbursement_Wizard_-_10000_statutory_minimum.htm 5/6/2015 3:47:16 AM Daily Val - DV Direct FAQ874_Mapping_Funds_for_a_takeover_plan.htm 7/8/2014 6:43:52 AM Daily Val - DV Direct FAQ875_Running_Fees_in_Batch.htm 7/8/2014 6:43:52 AM Daily Val - DV Direct FAQ877_Distribution_from_401k_and_Roth_401k_sources.htm 7/8/2014 6:43:52 AM Daily Val - DV Direct FAQ883_DV_-_Loans_-_defaulting_a_loan.htm 7/8/2014 6:43:52 AM DC - Compliance FAQ1000_Special_Coding_for_403b_Plans.htm 12/16/2015 1:33:55 PM DC - Compliance FAQ1002_401a4__Error_9.htm 2/11/2016 1:12:04 PM DC - Compliance FAQ100_Budget--Partnership_budget_-_Safe_harbor_contribution_not_calculating.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ101_Budget--Not_maximizing_at_44k_when_participant_is_catch-up_eligible.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ1026_Compensation_-_Net_Compensation.htm 12/14/2016 2:46:23 PM DC - Compliance FAQ102_401a4--Which_option_to_calculate_the_monthly_compensation_for_terminees.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ1032_401a4--Component_plan_testing.htm 7/13/2020 8:44:32 AM DC - Compliance FAQ103_ADP--No_ATM_calculated_for_participant_with_returned_deferral_and_match.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ104_410b--Terminated_employee_with_match_contribution_showing_as_not_benefitting.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ105_401a4--Not_using_post-entry_compensation_as_I_selected.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ107_410b--Failed_test__How_to_bring_in_terminated_employees_with_highest_hours.htm 2/19/2021 8:35:12 AM DC - Compliance FAQ1090_Report_message_Budget_Failure.htm 8/5/2019 2:57:45 PM DC - Compliance FAQ110_Budget--Terminated_employee_in_401a4_budget_design_receiving_too_high_of_a_contribution.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ1115_Long_Term_Part-time_Employee_rules_in_the_Valuation_software.htm 3/30/2021 1:10:54 PM DC - Compliance FAQ111_Budget--Integrated_PS_-_there_is_no_integration_excess_amount.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ112_Budget--Locking_up_-_cross-tested_allocation_with_25_coded_in_the_source_2_specs.htm 7/8/2014 6:43:43 AM DC - Compliance FAQ113_401a4--Age_used_to_calculate_the_EBAR.htm 7/9/2014 6:13:34 AM DC - Compliance FAQ114_401a4--Use_actual_mos_option.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ115_410b--Which_employees_are_included_in_410b_matching_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ116_401a4--Using_a_different_compensation_on_the_401a4_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ119_401a4--Disaggregated_test_including_ineligibles_in_the_main_group.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ122_ADP--Coding_QNEC_source_for_ADP.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ124_401a4--Accrual_rate_looks_wrong_on_a_new_entrant.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ126_ADP--Not_showing_402g_catchup_amount.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ127_ADP--Catchup_in_ADP_not_calculated_for_HCE_without_refund.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ128_401a4--How_to_include_the_safe_harbor_contribution_in_the_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ129_410b--Excluded_employees_in_410b_coverage_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ130_ADP--Earnings_showing_as_zero_and_how_ADP_earnings_are_calculated.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ132_410b--How_to_run_a_controlled_group_multiple_plan_410b_coverage_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ133_401a4--What_do_NAs_on_the_test_mean.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ134_ADP--Prior_year_percentages_do_not_match_input_percents.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ136_Budget--Cross-tested_plan_showing_no_participants_in_top_group.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ137_ADP--Showing_16000_of_deferrals_for_HCE.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ140_Budget--Looping.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ141_ADP--Earnings_on_returns_calculation.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ142_HCE--Terminated_HCE_not_showing_on_HCE_determination.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ145_ADP--ATM_and_catchup_calculations.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ152_ADP--ATM_not_being_calculated_on_all_HCEs_as_expected.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ154_ADP--Earnings_on_return_showing_too_high.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ157_ADP--Inputting_prior_year_ADPACP_numbers.htm 9/18/2020 11:32:18 AM DC - Compliance FAQ158_ADP--ATM_forfeitures_in_daily_plan.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ159_410b--Including_terminated_forfeited_but_rehired_participant.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ162_Top_Heavy_Minimum_Calculation--Top_heavy_minimum_is_not_being_offset_by_safe_harbor_match.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ163_Budget--Not_reducing_partner_income_by_safe_harbor_contribution.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ165_ADP--Status_T_in_the_ineligible_employee_list_on_the_ADP_test.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ167_410b--Coding_excluded_employees_in_410b_as_eligible_not_benefiting.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ173_Error--Scratch_file_error_referencing_ADPH046.htm 7/8/2014 6:43:44 AM DC - Compliance FAQ174_Budget--Profit_sharing_contribution_low...