Plan Summary

Here, you can update plan details, manage associated accounts, and review individual account summaries.

The Plan Information section provides comprehensive editing access for key plan details, including the Plan ID, name, year-end date, plan type, assignee, and directory. These details can also be updated in TPA Plans.

Additionally, a donut chart visually represents account statuses such as missing statements, on-track, completed, or to-do. Note that the chart reflects the number of accounts, not individual statements.

To update plan information, click inside any text field to make changes. When finished, click Save at the top of the page.

Scroll down to see a complete list of all accounts linked to the plan, including 'ignore' and record-keeper accounts. Clicking an account number will take you to its detailed summary page.

To edit an account, click the Edit button on the far right of the account line. You can adjust details such as the account number, provider, participant name, or account type.

Selecting Ignore removes the account from the status report, including all 12 statements if they are marked as 'missing.' This does not remove any files from the Stax.ai system. This will only be visibly reflected in the status report and exported trust accounting sheets.

The Plan Summary page also offers a trust accounting overview for the entire plan. Fields flagged in orange signal areas requiring human attention due to potential errors. Hover over a flagged field to see the associated account and a brief issue description. Click the account number in the pop-up to navigate directly to its summary page.

Once trust accounting is complete, use the available export buttons to generate an Excel document.

Click Save to Plan Directory after completing trust accounting for a selected plan. This action generates an Excel spreadsheet saved directly to client folders. Note that processing may take 5-10 minutes, but the result is a more precise trust accounting report.

If you have a custom TA sheet, this option will format the reconciliation according to your custom specifications.

Selecting Export to Excel downloads a basic Stax.ai-standard trust accounting file to your local computer. Be prepared to adjust column widths as needed to view all data clearly.