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

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PTF Log (1/18 - 12/18)


Compiling the PTF Log

ALL PRODUCTS
 
 

TRUST AND IRA IS

 
INQUIRY AND REPORTS
 
DEPARTMENTAL REPORTS
 
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RECORD UPDATE
 
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PLAN IS

 
INQUIRY AND REPORTS
 
DEPARTMENTAL REPORTS

01/24/18 - IRS Form 1099R Processing
Changed program to display zero for distribution code G and H in the taxable amount field.
tsc.business.rules.F1099RRules.java

 
RECORD ENTRY
 
 

RECORD UPDATE

 
 
SYSTEM MAINTENANCE
 
TRANSFER IS
 

CUSTOM PROGRAMS

 

BAC

FTJ

03/21/18 - Disbursement Program - ROTH Start Date Fix
tsc.ftj.createDisbursmentFile.java

 

NTCA

 

GWN Matrix

01/12/18 - Participant Count Error Report Fix
/tsc/jasperreports/gwnmatrix/participantCounts/participantCountsErrorReport.jasper
tsc.gwnmatrix.participantCount.ParticipantCountRules.java

01/12/18 - Matrix Confirmation File Change
tsc.gwnmatrix.matrix.ProcessConfirmationFile.java

02/15/18 - Transfer Between Tans Fix
tsc.gwnmatrix.TransferBetweenTANsServlet.java

03/01/18 - Import Advisory Fees
tsc.gwnmatrix.ImportAdvisoryFeeRules.java
tsc.gwnmatrix.ImportAdvisoryFeeServlet.java
/tsc/jasperreports/gwnmatrix/fees/GWNMatrixAdvisoryFeeTotal.jasper
/tsc/jasperreports/gwnmatrix/fees/GWNMatrixAdvisoryFeeTotal.jrxml
/gwnmatrix/advisoryFees/Advisory Fee Import Help Text.pdf
/gwnmatrix/advisoryFees/importAdvisoryFees.jsp

03/16/18 - TSC Positions Report
/tsc/jasperreports/Planis/Trading/TscPositionReport.jasper
/tsc/jasperreports/Planis/Trading/TscPositionReport.jrxml
tsc.gwnmatrix.matrix.ProcessTscPositionFile.java

GWNS

FFM

 

Target Planning Corporation


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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.