6231 PGA Blvd
Suite 104-159
Palm Beach Gardens, FL
(888) 400-5729

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  IRA IS    

  Plan IS    
   
 
  Transfer IS

  Trust IS
   
  PTF Log (1/15 - 12/15)
   
  PTF Log (1/16 - 12/16)
   
  PTF Log (1/17 - 12/17)
   
  PTF Log (1/18 - 12/18)

PTF Log (1/15 - 12/15)


Compiling the PTF Log

ALL PRODUCTS
 
 

TRUST AND IRA IS

 
INQUIRY AND REPORTS
 
DEPARTMENTAL REPORTS
 
RECORD ENTRY
 
RECORD UPDATE
 
SYSTEM MAINTENANCE
 

PLAN IS

 
INQUIRY AND REPORTS
 
DEPARTMENTAL REPORTS

IRS Form 1099-R Reports


12/15/15 - Converted PLR490 RPG program to Java.
tsc.business.rules.F1099RRules.java
tsc.planas.servlets.F1099RServlet.java
tsc.jasperreports.Planis.BenefitPaymentChecks.F1099RReport.jasper
tsc.jasperreports.Planis.BenefitPaymentChecks.F1099RReport.jrxml
tsc.planas.Plan7DepartmentalRecordServlet.java
planas.enterIrsFormProcessing.jsp
planas.plr490w.HelpIrsFormProcessing.html
planas.plr490w.helpImages.download.jpg
planas.plr490w.helpImages.file_example.jpg
planas.plr490w.helpImages.report.jpg


12/31/15 - Enlarged text on the adobe report for the F1099 program.

tsc.jasperreports.Planis.BenefitPaymentChecks.F1099RReport.jasper
tsc.jasperreports.Planis.BenefitPaymentChecks.F1099RReport.jrxml


 
RECORD ENTRY
 

RECORD UPDATE

Participant Rebalancing

9/8/15- All arrays were expanded from 200 to 300 elements for GWN..

PLR380B and PLR380D (RPGLE).


Participant Loan Analysis

11/6/15- Made changes to show group code and eligibility code for the participant. Also, added method to get the ssn if a pin is entered.
Plr240Servlet.java
Plr240Rules.java
Lookup.java

TRANSFER IS
 

CUSTOM PROGRAMS

 

FTJ

11/6/15 - Changed the demographic file program to use new account numbers from within the file instead of automatically generating new account numbers. If the account number is blank for a new account, then an account number will still be generated.
tsc.ftj.UpdateParticipants.java

12/8/15 - Bug fix - "Invalid ending date" for Auto Purchases program. Updated help text.
tsc.ftj.AutoPurchases.java
selectAutoPurchaseReport.jsp
helpAutoPurchases.html
helpAutoPurchasesReport.html

12/15/15 - Updated FTJ's participant count help text and added images to the description of the program.
ftj.participantCounts.jsp
ftj.helpParticipantCounts.html
ftj.helpImages.participantCount.browse_file.jpg
ftj.helpImages.participantCount.download_open_save.jpg
ftj.helpImages.participantCount.fdic_headers_report.jpg
ftj.helpImages.participantCount.fdic_report_example.jpg
ftj.helpImages.participantCount.input_file.jpg
ftj.helpImages.participantCount.subta_message.jpg
ftj.helpImages.participantCount.subta_report_example.jpg

NTCA

9/9/15 - Changed description line for all source 3 records back to "Employee Contributions Non 401(K)". LTD contributions now all go to source 3 because the LTD program is no longer used except for grantfathered people and it is all after tax money.
tsc.ntca.ProcessBatchRules

10/07/15 - Triune Member System Import - Fixed problems with pattern data not displaying properly in trust master record tabs. Changed adding sources so that all sources are added but only specific sources are activated based on the file data or the pattern. Changed the pop up message for the manual program to display NTCA's email address that the report will be sent to.
Ntc110TrustRunMain.java
tsc.ntca.Ntc110TrustRules.java
Ntc110wTrustServlet.java
tsc.ntca.Custom1Servlet.java
Ntc110w.enterTriuneMemberSystemImport.jsp
custom.ntca.jsp
ntc110w.helpTriuneMemberSystemImport.html
NTCA.TriuneImportReport.jasper
NTCA.TriuneImportTansReport.jrxml
TSCTrustExtract.dat (name of input file - do not send)

11/03/15 - Added a method to send a report to Savings@ntca.org.
Programs: Ntc110wServlet.java, Ntc110RunMain.java

Added popup warning message when deleting cash receipts.
Programs: /ntca/cashReceipts/displayCashReceipts.jsp

GWN Matrix

11/19/15 - Client Participant Counts -
Programs: gwnmatrix.participantCount.ParticipantCountServlet.java, gwnmatrix.participantCount.ParticipantCountRules.java, gwnmatrix.participantCount.ParticipantCountRunMain.java, gwnmatrix.Custom1Servlet.java, gwnmatrix.participantCount.FilesDeleteServlet.java, gwnmatrix.participantCount.FilesRules.java, gwnmatrix.participantCount.FilesServlet.java, custom.gwnmatrix.jsp, /gwnmatrix/participantCounts/enter.jsp, /gwnmatrix/participantCounts/displayFiles.jsp, /gwnmatrix/participantCounts/helpCLientParticipantCounts.html, /gwnmatrix/participantCounts/helpDisplayFiles.html, participantCountsErrorReport.jasper


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TSCI, Inc.
Trust and Retirement Plan Software
6231 PGA Blvd
Suite 104-159
Palm Beach Gardens, FL
(888) 400-5729

Copyright 2002-2015, TSCI, Inc.