January 29, 2023

  • For enterprise Single Sign On users, based on data from your directory we can now automatically create Organizations and assign members to those organizations upon login.
  • You can now jump to any year easily in the Year-at-a-Glance report by selecting the year dropdown.
  • Added precision to the Y-axis of the Return Rates chart to distinguish values in smaller ranges.
  • Fixed an issue where a Social Security past earnings record derived from benefit information could be understated if already receiving Retirement benefits and also set to suspend Retirement benefits in the future.
  • Fixed an issue where the maximized Social Security solution could vary slightly depending on how the what-if Retirement benefit file date was set.
  • Fixed some missing wording for Land Value rollover check in Real Estate.
  • Fixed some confusing footnote and header wording for Lifetime Balance Sheets in the PDF report.