System - Screens - Valuation Snapshot Compare Filter
Valuation Snapshot Compare Filter
The Valuation Snapshot Compare Filter Screen is used to filter snapshot comparison results shown on the Comparison Results screen.
Screen items
General Tab: selects the standard participant information to compare. Check an item to identify changes in that value between the two snapshots.
Basic Data: SSN, Status, Name, Gender, Date of Birth, Date of Hire, Date of Termination, and Normal Retirement Date.
Beneficiary Information: Gender and Date of Birth.
Service: Credited Service, Credited Service Date, Vesting Service, Vesting Service Date, Participation Service, and Participation Service Date.
Benefit Information: Amount, Form of Annuity, CA Fraction, Certain Period, Payment Start Date (ACD), Payment End Date, Certain End Date, and Benefit Type.
Amounts Tab: selects individual items to compare from the Salary/Earnings, Reported Amounts, and Plan Amounts lists.