2025 Release Notes

Questions in regards to release items can be directed to our support team by submitting a ticket HERE. 

 

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9/30/25

9/23/25

9/16/25

9/3/25

8/26/25

8/19/25

8/12/25

8/5/25

8/1/25

7/22/25

7/8/25

7/3/25

7/1/25

6/26/25

6/24/25

6/10/25

6/5/25

5/28/25

5/22/25

5/15/25

5/13/25

5/8/25

4/29/25

4/15/25

4/1/25

3/18/25

3/4/25

2/25/25

2/18/25

2/4/25

1/21/25

1/7/25

 

9/30/25:

• Setup Fidelity Update Ingester (Fidelity 180 BETA)

• Set up Wespac recordkeeper - (Schwab)

• Add more automapped CalSavers codes
• better surface iSolved "Benefit Calculation" errors

9/23/25

• Add a column to usage summary table indicating if the usage was successfully reported
• Update Stripe/ADP usage calculation and save to DB when successful

• Set up Market Dimensions Inc - Apex
• Add HireLevel HCM as payroll provider - (isolved network partner)
• Set up Hunter Payroll Systems - (Apex)
• Set up ABG Houston recordkeeper

• Onboarding invite form - rename first field "plan name" -> "employer name"
• Standardize Onboarding Bulk Invite screen with invite form
• Support INTRN as employment type for paylocity
• Add Secure5 pod to CS3 UKG Reseller
  
  
  

9/16/25

• Run compliance report - Select entire year date ranges, like run backfill
• Plan Sponsor Admin now able to invite other plan sponsor admins

• Set Up ClearPalm Inc (Apex)
• add EBM as a recordkeeper (bswift reseller)
• Add Quintes as TPE with SFTP

• Separate Employee First and Last Name on Loan Table
• Bulk inviter now has Recordkeeper Specifc PlanId Validator
  
  
  

9/3/25

• ADP Marketplace : Usage based metrics
• PubAPI - POST create Plan

• Setup CS3 Technology (UKG Ready Reseller)

• Erisa Services TPE (not the RK) year end census report

 

8/26/25

• Allow Searching Deduction Updates Table with Employee Name
• Paychex payroll one time fee applied

• Error Response Logic improved for Bulk invite Endpoint
• Store final usage counts in payroll summary table
• Make StripeSubscription ID field nullable on billing settings

 

8/19/25

• TPA's, PSA's, and RKA's now able to access Division and Plan level delivery configs
• PubAPI - GET Plan by Id - BETA
• PubAPI - PATCH update Plan - BETA
• Onboarding invite link expires immediately - send new email on click
• Onboarding Invite - change expired token screen text

• Add 360 Simplicity (isolved network partner)
• Add Payroll Vault (isolved network partner)
• Add Paper Trails Payroll (isolved network partner)
• Add Paywerx (isolved network partner)

• Quick Onboarding - Plan name with underscore no longer cause onboarding to fail
• UI tables no longer showing "null" as a string instead of empty
• Create "API User Plan Invite Test" role

 

8/12/25

• Allow individual users to reuse payment methods
• Change Paychex PAYROLL to “Paychex Flex” - name and logo
• Onboarding Invite form - Validate Employer Contact Email field

• New TPA setup - InWest Retirement Solutions

 

8/5/25

• Billing Criteria Logical Change
  • The total number of unique SSN that appear across all output files generated for the division in their billing period (month).
• Add Miter to Quick Onboarding
• Rename Eligibility Module to 'Employee Filtering'
• Plan Sponsor Level Data Delivery Setting Page (with current settings summary!)

• Set Up Performance Pay (Apex)
• Pinkerton Payroll & Insurance - UKG Ready Reseller

• Update Default Compliance Report Spec - Add QACA to SafeHarbor

• TPA's now able to see Users and User reservations for their TPE and connected plans

 

8/1/25 (Hotfix)

Minor Features and Fixes

• Changed "contact email" on the onboarding invite form to "employer contact email" with hint text

7/22/25

Major Feature

• Extra fee for Paylocity plan set up since March 1st, 2025
• Quick Onboarding - Quickbooks verifier fixed

New Connections

• Setup HigherUp HCM - isolved Network Partner
• PayNW - UKG Reseller
• Add RKL LLP as payroll provider - isolved network partner
• Add YPD HCM - isolved network partner
• Setup RK - Team Care Dental

Minor Features and Fixes

• Add Browser alert popup when navigating away from stripe billing screen without saving
• Move output formatbuilder's annual salary calculation logic to a shareable file
• Add UUID v7 to plan sponsor table based on created_at
• Apply invoice rendering template during customer creation
• Add required Loan Offset config to RK config
• Adjust reporting queries for new price tiers
• Fix Formatting / Linter Issues with Claude Code
• Enhance Claude Code's Own Documentation
• Upgrade Stripe JS sdk
• Public API Database cleanup
• Incorrect Naming for Back Button Method Onboarding

 

7/8/25

• Public API Authentication endpoints
• Bulk Plan Onboarding Invite button in UI
• Released new pricing tiers for standard 360 Product

• Add Optum Bank as TPE with SFTP
• Add Flores as TPE with SFTP
• Setup 360 integration for Guideline (BETA)

• TPA users should be able to invite TPA users
• TPA's should be able to run payroll

 

7/3/25

Minor Features and Fixes

• iSolved loan fix
• SFRP Onboarding Improvements

 

7/1/25 (Hotfix)

Minor Features and Fixes

• Updated pricing tiers for core "360" product in Stripe and UI

 

6/26/25

Minor Features and Fixes

• Sentry -- Default to test mode on for all new divisions
• Add QNEC bucket for PCS

 

6/24/25

Major Features

• Implement Division level toggle for moving loan effective date
• Implement moving loan effective date back 6 days
• Empower deferral updates have effective date change option
• Create Stripe Subscription After Checkout!

New Connections

• Set up Guideline as a Recordkeeper (180 only) [BETA]
• Set up Ludt Payroll (Apex)
• Set Up iPay Solutions (Apex)
• Setup Adirondack Payroll Services (Apex)

 

6/10/25

New Connections

• Contempo HCM (iSolved)

Minor Features and Fixes

• Add dependency injection to public api code
• Division Dashboard - Pending Tasks buttons are still interactable while approving the division

• Division Dashboard - 'Approve division' button present when division is inactive

 

6/5/25

Minor Features and Fixes

• Turn on Legacy billing for On-Time Payroll (Apex)

 

5/28/25

Major Features

• Auto delivered TPE output now shows on payroll file delivery details modal
• Add confirmation popup when closing onboarding on "Almost There!" screen

New Connections

• Fulton Bank - New Recordkeeper
• Checkmate HCM - UKG Ready Reseller
• PayFWDs - UKG Ready Reseller
• 7 Simple Machines / Dynamis - new TPE (SFTP in progress)

Minor Features and Fixes

• TPA management screen - tpa plan id edit-able
• Email addresses in div settings helper text
• Update the TPA payroll file download link text in the UI
• Division Table - Remove notice about "Finish Setup" being moved
• Allow Decrypt and Encrypt Arguments with CheckSFTPConnection lambda
• Miter - Include prevailing wage contributions

 

5/22/25

Minor Features and Fixes

• Paychex RK default testing mode
• Workday Connection Management Settings now show only on the correct page
• iSolved rate limiting
• American Funds loan id aggregation
• External onboarding supports new data when restarting flow

 

5/15/25

Minor Features and Fixes

• Removed ALL usage type for Run and WFN
• TPA plan sponsor page fix
• Left '0' padding for short SSNs when uploading SSN filters and loan mappings

 

5/13/25

• Re-enabled future dated deduction updates
• Plan Sponsor Bulk Delivery Settings page
• New code mapping suggestions

New Connections

• Sentry SFTP and PGP
• Tolu Payroll and Horizon Payroll (Apex)
• Workplace HCM and PayPlus (iSolved)

• Division table search by payroll platform identifiers
• Miter Union Code and Location Id support
• WFN deduction state sync improvements
• Seniority Date for Principal
• John Hancock Earnings renamed
• VermontSaves state code change
• Optional deferral amount support on CSV payroll platforms (Paycom, legacy UKG, etc.)

 

5/8/25

• Code Mapping UI now allows mapping codes with the same name to the same bucket and usage type!

• Schwab compliance format fix

 

4/29/25

• TPE delivery configuration settings on division level
• Plan Settings - New TPA Connection Management tab

• Setup Sentry as Recordkeeper (sftp pending)
• AON PEP fully setup

Minor Features and Fixes

• Add a division code supplemental field for AON Voya

• Make Workday API URLs drop-down selectable

• Add supportedProducts to recordkeeper and payroll platform APIs

• Deliver test files to Transamerica Large Market

• Hide UKG Pro aka UltiPro

• Create division flow is fixed required field

• Setup Paychex401k to use new Stripe Product

 

4/15/25

• Set up TRA SFTP delivery
• Add UKG Reseller Support
• Payroll Platform and Recordkeeper List public API
• Add support for Principal Post-Tax Updates

• Add 3 new VSS (Vestwell State Services) as recordkeepers
• Set Up Baron Payroll - UKG Ready Reseller
• Set-Up B2E Solutions - UKG Ready Reseller
• Setup UKG Rabco Payroll - UKG Ready Reseller
• Setup Kabel - isolved
• Set up Accurate Pay Systems - Apex
• Set Up CAVU HCM Hidden Platforms - Apex
• Set up TP Payroll - Apex
• Set up Sentinel Admin TPA
• Add Prod Credentials to AON PEP

• Ascensus client specific columns need to be earning or deduction
• Add QACA buckets for Pencorp
• Employee filtering update for John Hancock

• TPA admin can now save EIN for division they manage
• Eligibility module hides unsupported options
• Get ADP payroll details - add filter for new payroll only
• Autofill Principal Contract Number in New Onboarding
• Set up Public API gateway infrastructure
• Empower API - Auth Setup
• Add some extra padding to Eligibility screen
• Convert payroll platform configs to use function generation approach
• Plan Sponsor Record Keeper Migration Script
• Don't deliver test files to SFTP for TruStage
• Add "Copy link address" icon for paylocity connection link - SA and RKAs only
• Add missing UKG Ready pod name
• No error toast shown when Plan ID is already in use

 

4/1/25

• Paychex Retirement Services
• Stax.AI TPA connect
• Set Up Absolute Wages - Apex
• Set up ABS Payroll - Apex
• Set up Three Pillars Bookkeeping - Apex
• Set up Entrust Payroll Solutions - Apex
• Add Payday Employer Solutions - isolved

Minor Features & Fixes

• Hide Stripe Billing Screen for WORX Payroll

• Hide Stripe Billing for Quartermaster Payroll Services

• Update UI Text for Code Mapping Usage

• Change "Running" badge color on Payroll Activity table to "info" \(blue\)

• Vestwell x ADP Marketplace special edition

• Hide eligibility module tab for Paychex RK plans

• Change support email links to https://help.payrollintegrations.com/submit-request

• Paycode Mapper - New, unmapped codes prevent saving code mappings

• User Management Table Should Sort A-Z

• Error/Success notifications appear behind modals

• Enable TestMode delivery for Paychex Recordkeeper

 

3/18/25

• SFTP File delivery for TPAs
  •  Starting with Stax.AI and FuturePlan
• Enable TPA driven Embedded Onboarding for Stax.AI
• New role - Plan Billing Admin
  •  Fewer permissions that Plan Sponsor Admin
• Paylocity added to Quick Onboarding Flow

• Add The Standard as a Recordkeeper
• Set up Employee Payment Solutions - Apex
• Add Press Gold Group - Apex
• Set up EWH Small Business Accounting - iSolved
• Setup FuturePlan TPE with per payroll output spec
• Point DBZ recordkeeper payroll file delivery to PensionPro's SFTP Server

• Division Detail Dashboard improvements:
  • Add Payroll Platform’s "Connection Status" field to Division Detail Page
  • and "Check Connection" button under Connection Status field
  • Port Paychex pending connection action buttons to Division Detail Dash
  • Division Dashboard - Move 'Approve Division' button to Pending Tasks
  • Employee SSN - Include/Exclude CSV upload modal rework
• Migrate SFRP Users to Plan Billing Admin
• Error and Failure Filter on Payroll Table
• Adopt In&Out Code Mapping for Paylocity
• Add "confirm recordkeeper" step to quick onboarding

• Stop sending various error emails to users that can't fix it

• Set up PensionPro SFTP server for delivery

• Disable rerun button for invalidated payrolls

• Remove "View Recordkeeper" permission from Plan Billing Admin

• Make download current loan mappings available to RK admins & PS admins

• Improve progress display during ADP onboarding division creation

• Add Loading Spinner when verify division is called on Division Dash

• Move Platform Connection buttons to the Pending Tasks card

• Plan Sponsor Status Column - remove sort

 

3/4/25

• Deprecated the ‘Finish Setup’ Modal!

• Setup CTR Payroll & HR - isolved
• Setup PayPro HCS - isolved
• Set up Stax.ai as a TPE

Minor Features & Fixes

• Replace Finish Setup button with "Edit Division" button
• Plan Settings page now shows all connected TPA Ids
• Add "Connect to Quickbooks/Paychex" buttons to detail view
• Add "Connect to Quickbooks" to division dashboard actions
• Add Sync Deferrals button to division detail view
• Allow TPE driven embedded onboarding

• Port finish setup check marks to be 'action items' on detail dash

• Add plan Id to the Division Dashboard Details panel

 

2/25/25

• Add ADP Group Code support to Quick Onboarding
• Add ADP to SFRP onboarding

• Paychex 401k Recordkeeper
• UKG Ready 180
• Workday 180
• Add Commonwealth Payroll - iSolved

Minor Features & Fixes

• Implement better system for overriding Match codes
• Manage integration supplemental data in plan sponsor settings tab
• Add payroll platform integration verification for ADP
• Link to UKG Ready UI onboarding instructions 
• Paychex RK - test mode setup
• Set up SFRP code automapping for ADP in quick onboarding

 

2/18/25

• User access reporting

• Set up Gem Payroll - Apex
• Set up FocusPay Solutions - Apex
• Set up Hometown Payroll Solutions - Apex
• Set up Apollo Payroll - Apex
• WORX Payroll - iSolved

Minor Features & Fixes

• Payroll Mappings Accordian - Allow multiple open buckets
• Workday Client Secrets Ingesting - UI Flow 
• Create query to export user access related events - filter by record keeper
• Enable test SFTP and PGP encryption-decryption for AON PEP

• Integration Connection Client Credential API Flow

• Update to Tailwind v4

• Consolidate description & error text in forms

• Create new recordkeeper select control

• Change AON PEP's payroll delivery to correctly deliver test mode and prod mode differently

 

2/4/25

• Payroll & backfill processing performance improvements (roughly 2-10x faster, maybe more)
• Overall database performance improvements (overall small app performance speed improvements)

• AON PEP Recordkeeper is now available (waiting on SFTP credentials still)
• Turn on Stripe for ERISA recordkeeper
• Turn on Stripe for BEON recordkeeper

 

1/21/25

Major Features

• Allow resuming partially complete quick onboarding
• Create plan-sponsor level settings tab
• Apex - Filter Contractors via Employee Eligibility

New Connections

• Setup Slavic401k as Recordkeeper
• Set Up Pencorp as Recordkeeper
• Set Up Pacific Payroll Group (Apex)
• Set Up Miami Payroll Center (Apex)

Minor Features & Fixes

• Upgrade to PrimeNg v18
• Onboarding UI has changed after PrimeNg/Angular/Tailwind migration
• Change TPA display name/internal ID for "Qualified Retirement Plan Svcs Inc"
• Update to Angular 19 & Typescript 5.6
• Convert form PrimeFlex to Tailwind
• Code mapping search displays all results on search
• Renamed 'default' record keeper to display as 'Other Recordkeeper'
• TPA list is now TPE list 
• External onboarding should be restartable
• Accept Terms and Conditions Modal Starts Scrolled to Bottom

• UI Issues fixed in Division Dashboard and Division Creation

 

1/7/25

Major Features

• Hide Stripe billing for Human Elements \(isolved Network Partner payroll company\)
• Enable Stripe billing for Evolve
• Human Interest - Suppress employee lines without hours/comp on payroll output

New Connection Points

• Set up Abacus Paysystems \(Apex\)
• Set up Accurate Payroll NY \(Apex\)
• Set up Gore Nitrogen \(Apex\)
• Set up HRmonius \(Apex\)
• Set up Metro Payroll \(Apex\)
• Set Up Pioneer Payroll Solutions \(Apex\)
• Set Up ProTPA as Recordkeeper
• Add new State Recordkeeper \(VermontSaves\) for Vestwell State Auto-IRA Program
• Set Up Charlotte Payroll \(Apex\)
• Setup Paymedia \(isolved network partner\) as payroll company

Minor Features & Fixes

• New England Payroll Name Change to New England Payroll Services instead of Solutions
• Move Third Party Entity Table to User Menu
• Deliver Transamerica Large Market files in test mode
• Rename "Upcoming Activation Date" to "Activation Date" in plan sponsor table
• Rename "Record Keeper" to "Recordkeeper" throughout the UI and fix capitalization
• Update final onboarding screen text

• Add timestamp to file names for John Hancock Enterprise