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Secure Act 2.0 Updates

Click here to view the Release Notes that were sent to Sponsors, showcasing the new UX/UI

2024 UX/UI Updates

Enhancements - 2

Enhancements - 1

Release Notes - Sprint 16 - Nov 19, 2024

  • 3 new areas of the Sponsor's Dashboard will be rolled-out with this round of UX/UI changes
    • Sponsor Main Overview page
    • 401(k) Plan
    • Account Settings
  • Click the icon to view screenshots of these updated areas in Paradigm
November UX/UI Updates
  • What is Pendo? Pendo helps product teams and application owners improve users’ experience with their software (whether those users are customers or their fellow employees).
  • In-app messages via Pendo will give our customers a way to learn about our UX/UI updates
  • Click the icon to view screenshots of the Pendo messages that Sponsors will see the 1st time they log-in after the UX/UI update has rolled-out (they'll disappear for future log-ins)
Pendo Added to Paradigm

Enhancements - 1

  • TPAs are able to edit the TPA Transaction fees from the TPA Portal. Ubiquity Admins can now view who and when the TPA Transaction Fees were changed.
  • A Version History table has been added to the TPA Fees page
  • Click the icon to see a screenshot of the new Version History for TPA fees.
Version History added to TPA Fees page
  • To comply with Secure Act measures, Ubiquity needs a way to track plans that become subject to Auto Enrollment
  • This new Admin report includes all effective plans (excluding Record-kept Single(k), Single(k) Simply Retirement (Record Only) and Record Only so that Ubiquity can monitor compliance with Secure Act.
  • Click the icon for a sample of this new report now available in the "Runnable Reports" link
New Report - Auto Enrollment Status

Enhancements - 2

*Previously our AE product required ALL employees to be auto-enrolled, regardless of deferral election status

  • Q: Who is exempt for being auto-enrolled when the application setting is NEW?
  • A: Any active employee who has previously made a deferral election or has a balance in their pre-tax or roth account.
  • Click the icon for a spreadsheet that outlines the AE scenarios and whether or not an EE will be auto-enrolled.
  • If a termed EE is rehired after AE is added, they will be considered a "New" employee and auto-enrolled.
Adding Auto-Enrollment to "New" vs "All" Employees

Secure Act 2.0 Updates

2024 UX/UI Changes

  • Only Sponsor pages will be updated in 2024
  • The page updates will be launched section by section
  • Each new section will be launched to our Decimal plan first, then launched to 20%, 50%, 75%, and then 100% of all plans over a week. This is to minimize incoming cases to CE if a component is broken.
  • If the new version of the pages is not working, we will have the ability to revert back to the old version of these pages. Check with your Supervisor for the SOP to request a revert back to the old version of the page..

Product is working on UX/UI improvements to the Plan Sponsor pages in 2024.