KeyNet Resources’

eDataGate (EDG)

The Universal Interface

for

All Record Keeping Systems

eDataGate FunctionalityPayroll

Data Collection, Import, Scrubbing, Editing, Validation

Compliance Data Collection, Testing

Enrollment Forms, Investment Elections

Customized Views, Grids, Data Validation, TPA Options

Sundry Features Reports, Software Distribution for Plan Sponsors

Why eDataGate? Increased TPA Productivity

Accurate and Complete Plan Sponsor Data Eliminate Data Transformation, Changes and Key

Entry Automated Reformat for Direct Input to ANY Record

Keeping System – COTS or Proprietary Improved Plan Sponsor (Client) Functionality

Matching Contributions, PS, SHNE Enrollment Administration Plan Sponsor Reporting

Works With All Plan Sizes 10 – 10,000 Employees

Data ValidationPredefined Customizable Edits

Error, Warning or Ignore

Missing or Incomplete Information e.g Birth Date, Hire Date, Partial Addresses

Compliance Testing e.g. 415, 402(g)

Reasonability Checks Future Dates Negative Financial Data (Contributions, Loan

Repayments)

Data Mapping (Import) Import Census and Financial Data

From Spreadsheets (Excel) - Delimited Format From Payroll vendors (Tapes) - Fixed Format Up to 20 Contribution Sources, 10 Loans, 7 Types of

Compensation TPA or Plan Sponsor Defines the Map

Data Scrubbing and Reformatting Dates, Financial Data, Names (Parts or One Field) Into One

Predefined Form

Editing Standard (e.g. Dates, Numbers, States etc.) Special (e.g. 2 Employees With Same SSN, 1 Employee With

2 SSNs).

CustomizationForms and Grid Views

Census, Compensation, Sources, Funds

Data Validation Errors, Warnings or Ignore

TPA Options Payroll, Compliance, Enrollment Matching Contribution Formulas Default Import Data - Hours, Data Reset/Clear, Location

Processing Export - Encrypt, Combine Census and Financial Data

ReportsCensus

All Employees and all Detail Summary Date, Address, Memo Information

Financial By Contributions, Sources, Funds, Loans Totals Per Financial Period Selected Totals by period, date, sum, employee etc.

Sundry Validation and Error Reports Logs of imports and exports run

UtilitiesSSN Maintenance

Consolidate Two SSNs, Change SSN

Delete Employee (all data) By SSN or by Termination Date

Date Range Maintenance - Payroll Periods Copy, Consolidate, Change Dates

Database Maintenance Backup (Automated), Restore, Compact Automated Cleanup Based on Termination Date, Max

Backup Copies, Max Financial Data Retention

Product Architecture

Microsoft Visual Basic, Access, NotePadCrystal ReportsRuns on all current Microsoft Windows PlatformsBusiness Rules Maintained in DatabaseContext Sensitive HelpPassword Security - User EnabledData EncryptionDirect Interface with Record Keeping Systems