Automatically creates an output file of a chosen Plan Export and creates a .csv file in the specified Output Folder on a regular basis.
- Status: choose to Enable or Disable the scheduled task.
- Output Folder: select a folder to which the .csv files will be saved.
- Plan Number: choose which Plan will be used to run the export.
- Export Definition Name: select one of the Export Definitions set up within the chosen Plan.
- Assumption Definition Name: pick one of the Assumption Definitions set up for the Sponsor.
- Dates: define the Calculation Date, Annuity Commencement Date, Small Benefit Cash-out Date, and Account Determination Date to be used for the scheduled Export. These dates may be set to the current date, a specific fixed date or age, a Derived Date, or a Formula Derived Item.
- Sponsors: click the Sponsors button to select the Plan Sponsor(s) for which the automatic task will run. Add Sponsors using the "+" button and enter the EIN for the Sponsor, or select All Sponsors.
- Schedule: click the Schedule button to open the Task Scheduler - Schedule screen and set up the timing and frequency of the task.
