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Agent 401(k), EPIC - Coggle Diagram
Agent 401(k)
REPS 401(k) Screen for Manual EFT/Check
Display Current WACC 401(k) Negative Earnings Balance
Reduce WACC 401(k) Negative Earnings Balance for manual payment
Display agent's current 401(k) Rate(s)
Display agent's current years 401(k) contribution totals
Disable Home office 401(k) rates on the statement detail screen
Automate Calculating
Yearly Home Office 401(k) Match
Store Monthly 401(k) Earnings
for all Non-GA Career Channel Agents
Store Monthly Agent's
401(k) Contribution Rate
Calculate and Report
Home office 401(k) Match
Handle Emeritus Agents
Prevent Overfunded 401(k) Status
2 ABS Statement Changes
Use 401(k) Negative Earnings Balance in 401(k) Contribution Calculation
Calculate and Store Ongoing 401(k) Negative Earnings Balance
Calculate and Store Current Statement Month's 401(k) Negative Earnings
Statement Reporting Changes
Update WACC with most effective 401k Negative Earnings Balance
Full 401k Statement Testing
1 WACC Daily Changes
Use 401(k) Negative Earnings Balance in 401(k) Contribution Calculation
Reduce WACC 401(k) Negative Earnings Balance
WACC Multiple Reporting Changes
3 ABS Year End Changes
Eligible 401(k) Compensation
WACC Identify Eligible
401(k) Transactions
ABS Identify Eligible
401(k) Transactions
EPIC
Feature
User Story
System(s)
Effort