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Release Notes

This is an overview of the recent releases on the AuditMiner Platform.

For assistance, contact us at support@auditminer.com.

Version Recordkeeper Update
2.6.2 N/A

SOC Storefront Migrated to AuditMiner Platform

The AuditMiner SOC Storefront is now accessed on the AuditMiner platform.  All user accounts, account balances, and prior purchases have been migrated to the new store.  For more information, see these resources. 
2.1.0 All

ISI Sampling Option

Users will now have the option to select ISI sampling for Distributions, Loans and Rollovers.
1.7.6 Empower Investment Disclosure Support Workpaper Investment Option Name was moved to the end of the workpaper.
1.7.0 Fidelity A new input file “Summary of Plan Operations” will be accepted by the program to produce a completed Trial Balance workpaper.
Principal The date of the rollover has been added to the Rollover workpaper. In cases where multiple rollovers exist for one individual, the program will display “Multiple” in the date field.
1.6.7 Lincoln Financial Updated the trial balance to include 1) a tick mark for any amounts the program is not able to provide, and 2) the source file notation for loan interest.
Ascensus A note was added to the distribution package to indicate that the input report does not capture distributions from Roth money sources. Therefore, there may be Roth distributions in the Ascensus Trust Statement that are not reflected by AuditMiner.
1.6.6 All Removed the field “Participant Elected Allocation %” from the Rollover workpaper.
ADP The Trial Balance Workpaper has been updated with new tick marks to reflect where the auditor can find amounts necessary to populate a complete trial balance.
1.6.1 Ascensus Removed the Rollover category from the Contribution Timeliness workpaper as the input files did not have information to populate this data point.
ADP A new input file “Audit Investment Elections As of A specific date” will be accepted by the program in order to produce the Percent Elected on the Contribution Allocation Testing workpaper.