1. KeyNet Resources’ eDataGate (EDG)
The Universal Interface
for
All Record Keeping Systems

2. eDataGate Functionality
Payroll
Data Collection, Import, Scrubbing, Editing, Validation
Compliance
Data Collection, Testing
Enrollment
Forms, Investment Elections
Customized
Views, Grids, Data Validation, TPA Options
Sundry Features
Reports, Software Distribution for Plan Sponsors

3. Why eDataGate? Increased TPA Productivity
Accurate and Complete Plan Sponsor Data
Eliminate Data Transformation, Changes and Key Entry
Automated Reformat for Direct Input to ANY Record Keeping System – COTS or Proprietary
Improved Plan Sponsor (Client) Functionality
Matching Contributions, PS, SHNE
Enrollment Administration
Plan Sponsor Reporting
Works With All Plan Sizes
10 – 10,000 Employees

4. Data Validation Predefined Customizable Edits
Error, Warning or Ignore
Missing or Incomplete Information
e.g Birth Date, Hire Date, Partial Addresses
Compliance Testing
e.g. 415, 402(g)
Reasonability Checks
Future Dates
Negative Financial Data (Contributions, Loan Repayments)

5. Data Mapping (Import) Import Census and Financial Data
From Spreadsheets (Excel) - Delimited Format
From Payroll vendors (Tapes) - Fixed Format
Up to 20 Contribution Sources, 10 Loans, 7 Types of Compensation
TPA or Plan Sponsor Defines the Map
Data Scrubbing and Reformatting
Dates, Financial Data, Names (Parts or One Field) Into One Predefined Form
Editing
Standard (e.g. Dates, Numbers, States etc.)
Special (e.g. 2 Employees With Same SSN, 1 Employee With 2 SSNs).

6. Customization Forms and Grid Views Data Validation TPA Options
Census, Compensation, Sources, Funds
Data Validation
Errors, Warnings or Ignore
TPA Options
Payroll, Compliance, Enrollment
Matching Contribution Formulas
Default Import Data - Hours, Data Reset/Clear, Location Processing
Export - Encrypt, Combine Census and Financial Data

7. Reports Census Financial Sundry All Employees and all Detail
Summary Date, Address, Memo Information
Financial
By Contributions, Sources, Funds, Loans
Totals Per Financial Period
Selected Totals by period, date, sum, employee etc.
Sundry
Validation and Error Reports
Logs of imports and exports run

8. Utilities SSN Maintenance Delete Employee (all data)
Consolidate Two SSNs, Change SSN
Delete Employee (all data)
By SSN or by Termination Date
Date Range Maintenance - Payroll Periods
Copy, Consolidate, Change Dates
Database Maintenance
Backup (Automated), Restore, Compact
Automated Cleanup Based on Termination Date, Max Backup Copies, Max Financial Data Retention

9. Product Architecture Microsoft Visual Basic, Access, NotePad
Crystal Reports
Runs on all current Microsoft Windows Platforms
Business Rules Maintained in Database
Context Sensitive Help
Password Security - User Enabled
Data Encryption
Direct Interface with Record Keeping Systems