June 21, 2021

• New Timeline event prompted when group status is changed to ‘Terminated’

• Group size selection range expanded for report generation

• New C.A.L.E.B Insight added for Retirement Plan Default Fund

• New C.A.L.E.B Insight added for Deferred Profit Sharing Plan

• New C.A.L.E.B Insight added for Health Care Navigation

• Plan Insight report updated to include Health Care Navigation

• New Group Status ‘Prospect Closed/Lost’ added

• New Primary Industries added: Cannabis, Law Firms, Software / Technology, Post-Secondary Education, Non Profits

• Minor Bug Fixes

CloudProvider

• Last Modified On and Modified By on Rates Page

• Providers can search and allot Advisor Firms for their exclusive solutions

• Minor Bug Fixes

General

• Minor Bug Fixes