Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
Would you expect a mechanic to be able to fix your car over the phone?
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "[URL unfurl="true"]http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">[/URL]
<html xmlns="[URL unfurl="true"]http://www.w3.org/1999/xhtml">[/URL]
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
<title>Untitled Document</title>
<style type="text/css">
<!--
@import url("CSS/NRCG.css");
@import url("CSS/tabs.css");
#layMainMenu {
position:absolute;
left:0px;
top:0px;
width:150px;
height:41px;
z-index:3;
visibility: visible;
}
.style4 {
font-size: xx-large;
font-weight: bold;
}
body {
background-color: #EB5F01;
}
-->
</style>
<script type="text/JavaScript">
<!--
function MM_findObj(n, d) { //v4.01
var p,i,x; if(!d) d=document; if((p=n.indexOf("?"))>0&&parent.frames.length) {
d=parent.frames[n.substring(p+1)].document; n=n.substring(0,p);}
if(!(x=d[n])&&d.all) x=d.all[n]; for (i=0;!x&&i<d.forms.length;i++) x=d.forms[i][n];
for(i=0;!x&&d.layers&&i<d.layers.length;i++) x=MM_findObj(n,d.layers[i].document);
if(!x && d.getElementById) x=d.getElementById(n); return x;
}
function MM_showHideLayers() { //v6.0
var i,p,v,obj,args=MM_showHideLayers.arguments;
for (i=0; i<(args.length-2); i+=3) if ((obj=MM_findObj(args[i]))!=null) { v=args[i+2];
if (obj.style) { obj=obj.style; v=(v=='show')?'visible':(v=='hide')?'hidden':v; }
obj.visibility=v; }
}
function MM_goToURL() { //v3.0
var i, args=MM_goToURL.arguments; document.MM_returnValue = false;
for (i=0; i<(args.length-1); i+=2) eval(args[i]+".location='"+args[i+1]+"'");
}
function fnPrintView(SalesID) {
window.open("salesdetailprint.asp?SalesID=3839", "_blank");
}
function fnNewRecord(SalesID) {
window.frames.notes.location.href='salesdetail_notesinsert.asp?SalesID=3839';
}
function fnjsEmailRFPtoPresale() {
var strTo, strSubject, strBody;
var newline = "%0D%0A";
strTo = "kjr@hithere.com";
strSubject = "Proposal Passed to Presale -- " + escape("Girls Incorporated of Lynn");
strBody = "Body of message"+newline+"Line2";
window.open("mailto:"+strTo+"?subject="+strSubject+"&body="+strBody);
}
//-->
</script>
<script type="text/javascript" src="tabber.js"></script>
<script type="text/javascript">
/* Optional: Temporarily hide the "tabber" class so it does not "flash"
on the page as plain HTML. After tabber runs, the class is changed
to "tabberlive" and it will appear. */
document.write('<style type="text/css">.tabber{display:none;}<\/style>');
</script>
<script language="VBScript">
<!--
function fnEmailRFPtoPresale()
//dim filesys, filetxt, getname, path
//Set filesys = CreateObject("Scripting.FileSystemObject")
//Set filetxt = filesys.CreateTextFile("c:\somefile.txt", True)
//path = filesys.GetAbsolutePathName("c:\somefile.txt")
//getname = filesys.GetFileName(path)
//filetxt.WriteLine("Your text goes here.")
//filetxt.Close
//If filesys.FileExists(path) Then
// document.Write ("Your file has been created.")
//End If
dim answer
answer = msgbox("You are about to generate an RFP to Presale e-mail. You will have the opportunity to open Lotus Notes and edit the message prior to sending it. Proceed?", vbOKCancel+vbDefaultButton2)
if answer=vbOK then
Location.href = "salesdetailemailpresale.asp?SalesID=3839"
else
msgbox("then why did you click the button? FLIP FLOP!")
end if
end function
function fnEmailRFPtoImplement()
dim answer
answer = msgbox("You are about to generate an RFP to Implementation e-mail. You will have the opportunity to open Lotus Notes and edit the message prior to sending it. Proceed?", vbOKCancel+vbDefaultButton2)
if answer=vbOK then
Location.href = "salesdetailemailimplement.asp?SalesID=3839"
else
msgbox("then why did you click the button? FLIP FLOP!")
end if
end function
-->
</script>
</head>
<body>
<div id="layMainMenu"><!-- #BeginLibraryItem "/Library/mainmenu.lbi" --><table width="140" border="1" bgcolor="#FFFFFF">
<tr>
<td width="234"><div align="center"><a href="default.asp?screen=main">DB Main </a></div></td>
</tr>
<tr>
<td><div align="center"><a href="default.asp?screen=producers">Producers</a></div></td>
</tr>
<tr>
<td><div align="center"><a href="default.asp?screen=sales">Sales</a></div></td>
</tr>
<tr>
<td><div align="center"><a href="default.asp?screen=plans">Plans</a></div></td>
</tr>
<tr>
<td><div align="center">Plan Years</div></td>
</tr>
<tr>
<td><div align="center">Billing</div></td>
</tr>
<tr>
<td><div align="center">Money Proc</div></td>
</tr>
<tr>
<td><div align="center">Reports</div></td>
</tr>
<tr>
<td><div align="center"><a href="#" onclick="window.close()">Logoff System</div></td>
</tr>
<tr>
<td> </td>
</tr>
<tr>
<td></td>
</tr>
</table><!-- #EndLibraryItem --></div>
<div id="laySalesDetail" style="position:relative; left:150px; top:0px; width:600px; height:200px; z-index:5; visibility: visible;">
<H1>Sales Detail <input name="btnedit" type="submit" class="Nav" id="btnedit" onclick="MM_goToURL('parent','salesdetailupdate.asp?SalesID=3839');return document.MM_returnValue" value="Edit" />
<input name="Submit" type="submit" class="Nav" onclick="javascript:fnPrintView(3839)" value="Printable View" />
</h1>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="80"><label>Proposal #</label></td>
<td width="120" class="Data">04-1616</td>
<td width="5"> </td>
<td width="55"><label>Plan #</label></td>
<td width="130" class="Data">030-80238</td>
<td width="5"> </td>
<td width="70"><label>First Year</label></td>
<td width="130" class="Data">6/30/2005</td>
</tr>
<tr>
<td><label>Co. Name</label></td>
<td colspan="7" class="Data">Girls Incorporated of Lynn</td>
</tr>
<tr>
<td><label>Plan Origin</label></td>
<td class="Data">Takeover</td>
<td> </td>
<td><label>Mkt Mgr</label></td>
<td class="Data">John Lennon</td>
<td> </td>
<td><label>Presale</label></td>
<td class="Data">David Reed</td>
</tr>
<tr>
<td><label>Product</label></td>
<td class="Data">Resource</td>
<td> </td>
<td><label>Marketer</label></td>
<td class="Data">Amy Grabovich</td>
<td> </td>
<td><label>Imp Spec</label></td>
<td class="Data">Wendy Bernadino</td>
</tr>
<tr>
<td><label>Plan Type</label></td>
<td colspan="4" class="Data">403(b)</td>
<td> </td>
<td><label>Plan Cons</label></td>
<td class="Data">Christy Kalb</td>
</tr>
</table>
</div>
<div class="tabber" id="layTabs" style="position:absolute; left:152px; top:162px; width:600px; height:182px; z-index:4; visibility: visible;">
<div class="tabbertab" id="layMarketing" style="position:absolute; left:0px; top:40px; width:600px; height:300px; z-index:1; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000; visibility: visible;">
<h2>Marketing</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="100"><label>Activity</label></td>
<td colspan="2" class="Data">Proposal</td>
<td width="140"><label>Proposal Source</label></td>
<td colspan="2" class="Data"></td>
</tr>
<tr>
<td><label>Date</label></td>
<td colspan="2" class="Data">10/18/2004 9:56:42 AM</td>
<td width="140"><label>Marketing Rush</label></td>
<td width="50" class="Data"></td>
<td width="125"> </td>
</tr>
<tr>
<td><label>Date Recd</label></td>
<td colspan="2" class="Data">10/18/2004</td>
<td><label>Mkt Mgr Pt of Sale</label></td>
<td class="Data"></td>
<td> </td>
</tr>
<tr>
<td><label>Date Sent</label></td>
<td colspan="2" class="Data">10/18/2004</td>
<td><label>Dead Plan</label></td>
<td class="Data"></td>
<td> </td>
</tr>
<tr>
<td><label># Copies Sent</label></td>
<td colspan="2" class="Data">2</td>
<td><label>Release to Presale</label></td>
<td class="Data">Yes</td>
<td class="Data"><label>Date:</label> 11/4/2004</td>
</tr>
<tr>
<td><label></label></td>
<td width="50"> </td>
<td width="125"> </td>
<td><label></label></td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label>Follow Up 1 </label></td>
<td><label>Due:</label></td>
<td class="Data">10/21/2004</td>
<td><div align="center">
<label>Complete?</label>
</div></td>
<td class="Data">Yes</td>
<td class="Data"><label>Date:</label> 10/25/2004</td>
</tr>
<tr>
<td><label>Follow Up 2</label></td>
<td><label>Due:</label></td>
<td class="Data">11/8/2004</td>
<td><div align="center">
<label>Complete?</label>
</div></td>
<td class="Data"></td>
<td class="Data"><label>Date:</label> </td>
</tr>
<tr>
<td><label></label></td>
<td> </td>
<td> </td>
<td><label></label></td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label></label></td>
<td> </td>
<td>
<input type="submit" name="btnEmailPresale" id="btnEmailPresale" value="Email RFP to Presale" onclick="fnEmailRFPtoPresale()"/></td>
<td><label></label></td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label></label></td>
<td> </td>
<td> </td>
<td><label></label></td>
<td> </td>
<td> </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layProducers" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Producers</h2>
<iframe name=producers src="salesdetail_producers.asp?SalesID=3839" frameborder=1 scrolling="yes" width="600" height="250" align=center></iframe>
</div>
<div class="tabbertab" id="layCompFees" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Comp Fees</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="50"><label># Parts</label></td>
<td width="100" class="Data">7</td>
<td width="5"> </td>
<td width="115"><label>Comp Table</label></td>
<td width="60" class="Data">B6-615</td>
<td width="5"> </td>
<td width="130"><label>Setup Fee</label></td>
<td width="60" class="Data">$1,250.00</td>
</tr>
<tr>
<td><label>Recur Assets</label></td>
<td class="Data">$30,000.00</td>
<td> </td>
<td><label>Year Entry</label></td>
<td class="Data">5</td>
<td> </td>
<td><label>Annual Fee</label></td>
<td class="Data">$1,300.00</td>
</tr>
<tr>
<td><label>TO Assets</label></td>
<td class="Data">$25,000.00</td>
<td> </td>
<td><label>Add-on Trail (bps)</label></td>
<td class="Data">0.15</td>
<td> </td>
<td><label>Per Part Fee</label></td>
<td class="Data">$25.00</td>
</tr>
<tr>
<td><label>IRA/Rollover Assets</label></td>
<td class="Data">$0.00</td>
<td> </td>
<td><label>IPV</label></td>
<td class="Data">0.15</td>
<td> </td>
<td><label>Asset Based Pricing Fee</label></td>
<td class="Data"></td>
</tr>
<tr>
<td><label>Pay on Roll</label></td>
<td class="Data">No</td>
<td> </td>
<td><label>Primary Plus AMC</label></td>
<td class="Data">1.75</td>
<td> </td>
<td><label>ABDF Exp Date</label></td>
<td class="Data"></td>
</tr>
<tr>
<td><label>Exp Date</label></td>
<td class="Data"></td>
<td> </td>
<td><label>Primary Value AMC</label></td>
<td class="Data"></td>
<td> </td>
<td><label>Plan Design?</label></td>
<td class="Data">No</td>
</tr>
<tr>
<td><label> </label></td>
<td> </td>
<td> </td>
<td><label>Optional AMC</label></td>
<td class="Data"></td>
<td> </td>
<td><label> </label></td>
<td> </td>
</tr>
<tr>
<td><label> </label></td>
<td> </td>
<td> </td>
<td><label>Expense Credit</label></td>
<td class="Data">0</td>
<td> </td>
<td><label> </label></td>
<td> </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layProduct" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Product</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="110"><label> </label></td>
<td width="50"> </td>
<td width="60"><label><u>Rate (%)</u></label></td>
<td width="60"><label><u>Period</u></label></td>
<td width="5"> </td>
<td width="120"> </td>
<td width="150"> </td>
</tr>
<tr>
<td><label>Fixed Contract</label></td>
<td class="Data">No</td>
<td class="Data"></td>
<td class="Data"></td>
<td class="Data"> </td>
<td><label>Custodial Reports</label></td>
<td class="Data">No</td>
</tr>
<tr>
<td><label>Index Fixed</label></td>
<td class="Data">No</td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td><label>Directed Trustee</label></td>
<td class="Data">No</td>
</tr>
<tr>
<td><label>Short Term Index</label></td>
<td class="Data">No</td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td><label>Outside Funds?</label></td>
<td class="Data">No</td>
</tr>
<tr>
<td><label> </label></td>
<td class="Data"> </td>
<td> </td>
<td> </td>
<td> </td>
<td><label>Insurance</label></td>
<td class="Data">No</td>
</tr>
<tr>
<td><label>Fund Window</label></td>
<td class="Data">No</td>
<td> </td>
<td> </td>
<td> </td>
<td><label>Roth 401(k)</label></td>
<td class="Data"></td>
</tr>
<tr>
<td><label>SDB</label></td>
<td class="Data">No</td>
<td> </td>
<td> </td>
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label> </label></td>
<td> </td>
<td> </td>
<td> </td>
<td> </td>
<td><label>Block Business</label></td>
<td class="Data">N/A</td>
</tr>
<tr>
<td><label> </label></td>
<td> </td>
<td><label><u>Comp (%)</u></label></td>
<td><label><u>AMC (%)</u></label></td>
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label>RIA</label></td>
<td class="Data">No</td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label>CIF</label></td>
<td class="Data">No</td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td> </td>
<td> </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layPresale" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Presale</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="140"><label>Date to Presale</label></td>
<td width="125" class="Data">11/4/2004</td>
<td width="20"> </td>
<td width="100"><label>Release to Imp</label></td>
<td width="50" class="Data">Yes</td>
<td width="125" class="Data">3/22/2005</td>
</tr>
<tr>
<td><label>Good Order Date</label></td>
<td class="Data">11/30/2004</td>
<td> </td>
<td><label></label></td>
<td class="Data"></td>
<td> </td>
</tr>
<tr>
<td><label>Date Proposal Sent</label></td>
<td class="Data">12/2/2004</td>
<td> </td>
<td><label>Presale Rush</label></td>
<td colspan="2" class="Data"></td>
</tr>
<tr>
<td><label>Date Sold (Pending)</label></td>
<td class="Data">3/11/2005</td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
</tr>
<tr>
<td><label>Date Sold (Gd Order)</label></td>
<td class="Data">3/16/2005</td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
</tr>
<tr>
<td><label>Distribution</label></td>
<td class="Data">Broker</td>
<td> </td>
<td> </td>
<td> </td>
<td> </td>
</tr>
<tr>
<td><label>Date to CAS</label></td>
<td class="Data">3/17/2005</td>
<td> </td>
<td colspan="2"><label>Old Presale Proposal # </label></td>
<td class="Data">04 - 2696</td>
</tr>
<tr>
<td><label>Case Interface</label></td>
<td class="Data">3/21/2005</td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
</tr>
<tr>
<td><label>AutoDoc #</label></td>
<td class="Data"></td>
<td> </td>
<td colspan="2">
<input type="submit" name="btnEmailImplement" id="btnEmailImplement" value="Email RFP to Implement" onclick="fnEmailRFPtoImplement()"/></td>
<td> </td>
</tr>
<tr>
<td><label>Document Type</label></td>
<td class="Data"></td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
</tr>
<tr>
<td><label>Edit SPD</label></td>
<td class="Data"></td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layTODocs" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>TO Docs</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="30"><label><u>Recd?</u></label></td>
<td width="145"><label> </label></td>
<td width="60"><label><u>Date</u></label></td>
<td width="75"><label><u>Exception</u></label></td>
<td width="5"> </td>
<td width="30"><label><u>Recd?</u></label></td>
<td width="130"><label> </label></td>
<td width="60"><label><u>Date</u></label></td>
<td width="75"><label><u>Exception</u></label></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Adoption Agreement</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td> </td>
<td colspan="2"><label> Loans?</label> <span class="Data">Yes</span></td>
<td> </td>
</tr>
<tr>
<td><label> </label></td>
<td colspan="2"><label> Signed?</label> <span class="Data"></span></td>
<td class="Data"><label></label></td>
<td class="Data"> </td>
<td class="Data"></td>
<td><label>Loan Agreement</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Basic Plan Doc</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td class="Data"><label>Loan Appl/Amort</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Plan Amendments</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>Annual Census</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>SPD</label></td>
<td span class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>Acct by Fund/Src</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>EGTRRA Amend</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>Vesting %</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Post EGTRRA</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>Top Heavy Test</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Mand Distrib Amend</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>ADP/ACP Test</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>Safe Harbor Notice</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>415 Test</label></td>
<td class="Data"></td>
<td class="Data"></td>
</tr>
<tr>
<td class="Data"></td>
<td><label>5500 Form</label></td>
<td class="Data"></td>
<td class="Data"></td>
<td> </td>
<td class="Data"></td>
<td><label>410(b) Test</label></td>
<td class="Data"></td>
<td class="Data"></td>
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</table>
</div>
<div class="tabbertab" id="layImplementation" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Implement</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="140"><label>Date to Implementation</label></td>
<td width="100" class="Data">3/22/2005</td>
<td width="80"> </td>
<td width="140"><label>Schedule Payroll</label></td>
<td width="100" class="Data">6/15/2008</td>
</tr>
<tr>
<td><label>Access Setup</label></td>
<td class="Data">3/23/2005</td>
<td> </td>
<td><label>Payroll Date</label></td>
<td class="Data">5/23/2005</td>
</tr>
<tr>
<td><label>Files Setup</label></td>
<td class="Data">3/23/2005</td>
<td> </td>
<td><label>Payroll Call Done</label></td>
<td class="Data">5/23/2005</td>
</tr>
<tr>
<td><label>Schedule Intro Call</label></td>
<td class="Data">3/28/2005</td>
<td> </td>
<td><label>First Elec Deposit Recd</label></td>
<td class="Data">6/17/2005</td>
</tr>
<tr>
<td><label>Introduction Call Date</label></td>
<td class="Data">4/14/2005</td>
<td> </td>
<td rowspan="2"><label>(button)</label></td>
<td rowspan="2" class="Data"></td>
</tr>
<tr>
<td><label>Intro Call Complete</label></td>
<td class="Data">4/14/2005</td>
<td> </td>
</tr>
<tr>
<td><label>Ltr - Admin Guide Sent</label></td>
<td class="Data">3/29/2005</td>
<td> </td>
<td><label>Relius</label></td>
<td class="Data">1/1/2005</td>
</tr>
<tr>
<td><label>PAS Setup Web Flags</label></td>
<td class="Data">4/4/2005</td>
<td> </td>
<td><label>Transfer to Admin</label></td>
<td class="Data">6/28/2005</td>
</tr>
<tr>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
<td rowspan="2"><label>(button)</label></td>
<td class="Data"> </td>
</tr>
<tr>
<td><label>Mailing Options</label></td>
<td class="Data">Part</td>
<td> </td>
<td class="Data"> </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layEnrollment" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Enrollment</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="140"><label>Enrollment Team</label></td>
<td width="100" class="Data">No</td>
<td width="60"> </td>
<td width="180"><label>Enrollment Forms Recd</label></td>
<td width="100" class="Data">4/25/2005</td>
</tr>
<tr>
<td><label>Enrollment Meeting</label></td>
<td class="Data">4/22/2005</td>
<td> </td>
<td><label>Enrollment Forms Review</label></td>
<td class="Data">4/25/2005</td>
</tr>
<tr>
<td><label>Enrollment Shipped</label></td>
<td class="Data">3/22/2005</td>
<td> </td>
<td><label>Enrollments In Good Order</label></td>
<td class="Data">6/15/2005</td>
</tr>
<tr>
<td><label>Enrollment Delivery</label></td>
<td class="Data">3/23/2005</td>
<td> </td>
<td><label>Verify Enrollments on PAS </label></td>
<td class="Data">6/15/2005</td>
</tr>
</table>
</div>
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<h2>Client</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="100"><label>Plan Name</label></td>
<td colspan="4" class="Data">Girls Incorporated of Lynn 403(b) Plan</td>
</tr>
<tr>
<td><label>Co. Address 1</label></td>
<td colspan="4" class="Data">88 Broad Street</td>
</tr>
<tr>
<td><label>Co. Address 2</label></td>
<td colspan="4" class="Data"></td>
</tr>
<tr>
<td><label>Co. City/St/ZIP</label></td>
<td colspan="4" class="Data">Lynn, MA 01902</td>
</tr>
<tr>
<td><label>Co. Phone/Ext</label></td>
<td width="200" class="Data">(781) 592-9744 / </td>
<td width="5"> </td>
<td width="75"><label>Co. Fax</label></td>
<td width="200" class="Data"></td>
</tr>
<tr>
<td><label> </label></td>
<td class="Data"> </td>
<td> </td>
<td><label> </label></td>
<td class="Data"> </td>
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<tr>
<td><label>Business Entity</label></td>
<td class="Data"></td>
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<td><label>EIN Number</label></td>
<td class="Data"></td>
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<h2>Plan Contacts</h2>
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<h2>TO Assets</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td colspan="2"><label>Sched Transfer Date</label></td>
<td width="150" class="Data"></td>
<td width="5"> </td>
<td colspan="2"><label>Call-Assets/Breakdown</label></td>
<td width="150" class="Data"></td>
</tr>
<tr>
<td colspan="2"><label>Date Assets Recd</label></td>
<td class="Data"></td>
<td> </td>
<td colspan="2"><label>T/O Breakdown Recd</label></td>
<td class="Data"></td>
</tr>
<tr>
<td colspan="2"><label>Amount Recd</label></td>
<td class="Data"></td>
<td> </td>
<td colspan="2"><label>Applied T/O Assets</label></td>
<td class="Data"></td>
</tr>
<tr>
<td colspan="2"><label>All Assets Recd?</label></td>
<td class="Data"></td>
<td> </td>
<td colspan="2"><label>Takeover Loans</label></td>
<td class="Data"></td>
</tr>
<tr>
<td width="70"><label>Mapping</label></td>
<td colspan="2" class="Data"></td>
<td> </td>
<td colspan="3"><label>Blackout Period: from</label> <span class="Data"></span>
<label>to</label> <span class="Data"></span></td>
</tr>
<tr>
<td><label> </label></td>
<td width="70"> </td>
<td> </td>
<td> </td>
<td width="70"><label> </label></td>
<td width="70"> </td>
<td> </td>
</tr>
<tr>
<td colspan="3"><div align="center">
<label>PRIOR CUSTODIAN DATA </label>
</div></td>
<td> </td>
<td colspan="3"><div align="center"><label>PRIOR TPA DATA</label></div></td>
</tr>
<tr>
<td width="75"><label>Firm Name</label></td>
<td colspan="2" class="Data"></td>
<td> </td>
<td><label>Firm Name</label></td>
<td colspan="2" class="Data"></td>
</tr>
<tr>
<td><label>Address</label></td>
<td colspan="2" class="Data"> </td>
<td> </td>
<td><label>Address</label></td>
<td colspan="2" class="Data"></td>
</tr>
<tr>
<td><label>City/St/ZIP</label></td>
<td colspan="2" class="Data">, </td>
<td> </td>
<td><label>City/St/ZIP</label></td>
<td colspan="2" class="Data">, </td>
</tr>
<tr>
<td><label>Contact</label></td>
<td colspan="2" class="Data"> / </td>
<td> </td>
<td><label>Contact</label></td>
<td colspan="2" class="Data"> / </td>
</tr>
</table>
</div>
<div class="tabbertab" id="layPayroll" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Payroll</h2>
<table width="600" border="1" cellspacing="2" cellpadding="2">
<tr>
<td width="120"><label>Payroll Provider</label></td>
<td width="120" class="Data">Paychex</td>
<td width="80"> </td>
<td width="120"><label>Payment Method</label></td>
<td width="120" class="Data">ACH by Us</td>
</tr>
<tr>
<td><label>Client Response</label></td>
<td class="Data"></td>
<td> </td>
<td><label>Detail Type</label></td>
<td class="Data">FastPay</td>
</tr>
<tr>
<td><label>Converted By</label></td>
<td class="Data"></td>
<td> </td>
<td><label>Detail Form</label></td>
<td class="Data"></td>
</tr>
<tr>
<td><label>Date Converted<br />(Payroll Date)</label></td>
<td class="Data">5/23/2005</td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
</tr>
<tr>
<td><label></label></td>
<td class="Data"> </td>
<td> </td>
<td><label></label></td>
<td class="Data"> </td>
</tr>
<tr>
<td><label>Comments</label></td>
<td colspan="4" class="Data">Gene is payroll contact.
He will be using Debit ACH and FastPay</td>
</tr>
</table>
</div>
<div class="tabbertab" id="layNotes" style="position:relative; left:0px; top:40px; width:600px; height:300px; z-index:1; visibility: visible; background-color: #FFFFFF; layer-background-color: #FFFFFF; border: 1px none #000000;">
<h2>Notes</h2>
<table width="600" border="0">
<tr>
<td width="100"> </td>
<td width="250"> </td>
<td width="250"><input name="btnNewNote" class"nav" type="button" id="btnNewNote" onclick="javascript:fnNewRecord(3839)" value="Create New Note for this Proposal" /></td>
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<tr>
<td colspan="3">
<iframe name="notes" src="salesdetail_notes.asp?SalesID=3839" frameborder=1 scrolling="yes" width="596" height="230" align=center></iframe> </td>
</tr>
<tr>
<td colspan="2">___ notes for this proposal.</td>
<td> </td>
</tr>
</table>
</div>
</div>
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