50 Millstone Road
Building 400, Suite 300
East Windsor, NJ 08520



  Plan IS

  Trust IS


Trust IS
Bonnie At The Help Desk

Annual Enhancements as Announced at this Year's User Group Meeting
  • Import Trust Transactions from Excel worksheets
  • Import Daily Income Factors from Money Market Funds
  • Export Required Minimum Distribution Letters
  • Display Pay Frequency and Last Payment Date for Creditor Balance lookup.
  • Investment Inventory changed to show as of cash position. Market pricing is now either nearest the “as of” date or nearest the “market date” if entered.
  • Improved method of handling multiple distribution codes when processing 1099-R reports.
  • Added new report listing securities by location code both in detail and summary form.
  • Added CSV export file for generating RMD letters. Added the joint and survivor tables for RMD calculation where applicable.
  • New feature to do RMD’s on the fly for prospects and existing customers. Program displays them for telephone inquiries.
  • Added new option for “fees waived” in the Trust Fee Master record. The fee calculation programs will bypass accounts that are set to waived. There is a new report on the Fee Processing screen that will list all accounts coded as waived.
  • Restored the “asset trace” feature in trust transaction entry.
  • Added the capability to handle trust asset market value fees based on a flat dollar amount as well as breakpoint percentages. Accounts can now a flat fee based on a market value breakpoint.
  • Remodeled the entire accounts payable system to speed up the process and eliminate duplicate typing of several items.
  • Added trust level price correction to repair incorrect purchases resulting from a bad price. This was formerly only available in Plan IS.
  • Remodeled the trust transaction delete program to improve speed. Add some addition change capability. Added confirmation for global delete selections.
  • Completely redesigned the trust fee correction program for much faster processing.
  • Remodeled the trust tax form program for easier usage.
  • Changed most all programs that request a market date on the screen so that when entered, a price for the date must be found. When not entered the programs will use most recent price.
  • Greatly enhanced the pattern feature of the Trust Master Record screens.
  • Added the ability to copy Strategy Trading records

If you have any questions while reviewing our website, please use our typewriter and send e-mail to swhittle@expertplan.com

TSCI, Inc.
Trust and Retirement Plan Software
50 Millstone Road
Building 400, Suite 300
East Windsor, NJ 08520

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