Plan Aggregation

This recording walks through the setup and processing of a plan using our plan aggregation tool. This feature allows you to combine the data from two or more plans into an additional “master plan”. This feature is most commonly used for running combined testing for a controlled group that consists or multiple plans. This feature can also be used for multiple employer plans to run testing in the individual plans and combine the data into a master plan for reporting and 5500 data. (11 minutes)