Release Timing: September 10, 2026
Release Overview
This release continues the Advisor Web visual experience update and improves the structure of outside asset account information. The changes are designed to make information easier to locate, improve consistency, and support more accurate outside account data.
Enhancements
1. Advisor Web Visual Experience
The Submission Logs and Task Scheduling tables have been refreshed to provide a cleaner, more consistent table experience.
Submission Logs: Easier Access to Submission Details
The Submission Logs table now provides a more organized way to review details for an individual submission.
- Select the View details information icon at the beginning of each Submission Logs record, to the left of the participant, to open that submission’s details.
- Details previously accessed by selecting the Submitted-On date are now available from the View details icon.
- Submission information is organized into separate tabs, making it easier to locate and review the relevant details.
The available submission detail tabs are:
| Tab | Information Available |
|---|---|
| Contributions | Contribution amounts and contribution type |
| Fund Elections | Selected funds, tickers, and allocation percentages |
| Beneficiaries | Beneficiary information and allocation details |
| Response Details | Submission response status, type, message, and timestamp |
What to Expect
When reviewing a submission log, use the View details icon rather than the Submitted-On date to access submission-specific information. The tabbed layout lets you focus on one category of information at a time while retaining access to all available submission details.
Task Scheduling
The Task Scheduling table has been updated as part of the ongoing Advisor Web visual experience refresh, providing a cleaner and more consistent table presentation.
2. Outside Assets: Account Type and Classification Restructuring
Outside asset account details are being restructured to provide clearer, more consistent account identification. These updates improve the accuracy of stored outside account details and enable the data to be used more appropriately.
What Is Changing
- Account types are organized under a single, standardized list, preventing the same account type from being selected through multiple drop-down options.
- Available account classifications are limited based on the selected account type.
- Account classifications include Pre-Tax Savings, Post-Tax Savings, and Roth Savings, where applicable.
Available Account Type Classifications
The following account classifications are available for each account type:
| Account Type | Available Account Classification(s) |
|---|---|
| 401(a) Plan | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| 401(k) Plan | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| 403(b) Plan | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| 457 Plan | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| Employee Stock Ownership Plans (ESOP) | Pre-Tax Savings |
| Employee Stock Purchase Plan (ESPP) | Post-Tax Savings |
| Flexible Spending Account (FSA) | Pre-Tax Savings |
| Health Savings Account (HSA) | Pre-Tax Savings |
| Individual Retirement Account (IRA) | Pre-Tax Savings; Roth Savings |
| Keogh Plan | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| Money Market | Pre-Tax Savings; Post-Tax Savings; Roth Savings |
| Monthly Pension | Other Monthly Income |
| Non-Qualified Brokerage Accounts | Post-Tax Savings |
| Profit Sharing Plan | Pre-Tax Savings |
| Tax-advantaged Investment (Gov’t Bonds) | Post-Tax Savings |
Benefits
- Reduces ambiguity when identifying outside accounts.
- Prevents selection of an account classification that is not valid for the selected account type.
- Improves the quality and usability of outside account data.