Release Notes 25.16 - Sept 9 2025

Release Notes 25.16- Sept 9 2025

Advisor Portal Updates

Client-Facing Bugs

LOA System Enhancement

New Reports Now Available for Advisors, TPAs and Sponsors!

• Advisors, TPAs and Employers now have 3 new reports available for their use. Primarily, this will assist Advisors to increase participation to their plans under advisement, but is accessible to TPAs and Employers/Sponsors as well.

• Eligible Employees - Employees who have met the plan’s age, service and entry requirements.
• Eligible Not Participating - Eligible employees who have a 0% and $0 contribution rate.
• Eligible Soon - Employees who will be eligible within 30 days in plans that use elapsed time only

• These reports are updated each day at 4am, so if a sponsor updates their census, the user must wait until 4am the next day to see these reports displaying the most up-to-date information.

Client-Facing Bug Fixes + System Updates

• Saver Report Update - Statement of Assessed Fees Report now has option for Savers to designate a specific date range when running the report, rather than just defaulting to Jan 1 - current date. They simply click "Re-run report" and the date range modal pops up.

• Blocker Bug Now Resolved – Following several Schwab mutual fund forward share splits, fund transfers failed when a removed fund was still referenced. RKS did not match the accurate information in Paradigm. This system issue has now been resolved, and we are working on a holistic fix to prevent this issue from recurring.

• Finch Integrated Plans - Paradigm will now allow sponsors to manually upload Off-cycle Payrolls (for profit-sharing, etc)

Letter Of Acceptance - System Enhancement

• Some Financial Institutions require a Letter of Acceptance (LOA) in order to release retirement assets to an individual for a Rollover. The Letter of Acceptance is from the receiving financial institution stating that they will accept the funds.
• Paradigm now has automation that makes creating an LOA simple and will provide Savers with a quick way to generate the LOA, without having to submit a request to Client Experience.
• If the Custodian associated to the plan is Matrix, the user completes the necessary fields and Paradigm will immediately create a populated PDF and open it in a separate tab that the user can then download.
• If the Custodian is Schwab or Schwab Trust, Paradigm will automatically trigger a CE case with the information needed to request the LOA from Schwab. The LOA will be prepared within 7 business days.
• The LOA information is not stored in Paradigm for anything other than creating the notice or notifying the CE team about the notice request.