Options for adjusting plan balances

  • Access Manual Transactions CSV Load (LP570) to mass load initial plan balances or manual adjustments.

    Any record that errors will be written to an error CSV file that can be manually corrected then used as an input file.

    Note:  You can only add records with LP570.; you cannot change them. To change a record, you need to delete it on Manual Transactions by Employee (LP70.1) and then add a new record or change the record on LP70.1.

  • Use Manual Transactions by Plan Structure (LP70.2) to view and delete balances in one or more specific plan for the selected employee. You can also use LP70.2 to create beginning balances.