Participant Gap Analysis Report Configuration Editor

The Participant Gap Report Configuration Editor allows for the configuration of default values and various settings within the Participant Gap report. It may be accessed in the Batch Processing calculator when the "Participant Gap Analysis" Batch Process Type is selected by clicking on the editor button to the right of the Report Configuration combo-box

 BGConfigEditorAccessButton

Select the report configuration in the combo box.

Report configurations may be selected, added, deleted, or renamed by clicking on the respective button found to the right of the Report Configuration combo box.

(Batch Process Layout editor buttons)

Note:The delete button will be disabled if only one report configuration is available.

Additionally, report configurations may be exported and imported by right-clicking over the editor:

BatchProcBatchEditorSaveSettings

 

Batch gap layout editor

 

Note:The Report Layout Editor may be accessed in the Batch Processing calculator by selecting Participant Gap Analysis as the Batch Processing Type and clicking on the editor button (BatchPayEditorIcon) found to the right of the Report Configuration prompt.

Editor Sections

The editor has several sections. Each is discussed in the relevant link below:

1.Setup

2.Paycheck

3.Retirement Income

4.Retirement Age

5.Social Security

6.Roth Account

7.Defined Benefit Account

8.Chart Options

9.Contribution Limits

10.Solve Funding

11.Auto Increase

12.Customize Text

13.Participant Benchmarks

a)Options

b)Charts

c)Chart Colors

d)Data Ranges

e)Definition of Success

14. Reports