Step 4: Complete the Recurring Valuation-Data Cycle

Request, protect, import, snapshot, reconcile, validate, and communicate participant data for the recurring valuation process.

Prepare and import data
  1. Valuation Data Overview
  2. Data Request
  3. Backing Up Participant Data
  4. Importing Data
Run and validate the snapshot
  1. Running the Snapshot
  2. Data Reconciliation
  3. Data Validation
Communicate results
  1. Benefit Statements
  2. Portal User IDs
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