🛠️ Instant Installation & First Steps

Your compliance is secure and simple. Follow these 3 steps to start using the tool immediately:

Step 1: Download & Open

1. Click the "→ Download Now" button above.

2. The file, named SECURE20_Compliance_Tool.xlsx, will save to your computer.

3. Open the file using Microsoft Excel (required software for full formula functionality ).

Step 2: Enable Macros (Critical)

1. Upon opening, you will likely see a yellow security bar at the top of Excel.

2. Click "Enable Content" or "Enable Macros" to activate the 1,731+ built-in formulas. (The tool will not function correctly without enabling macros.)

Step 3: Initial Setup & Payroll Import

1. Navigate to the "Settings" tab (Tab 1) and enter your plan's basic parameters.

2. Go to the "CSV Import Template" tab (Tab 3).

3. Follow the instructions to import your employee data (pre-formatted for systems like ADP, Paychex, Gusto, and Workday).

4. View your real-time compliance status on the "Executive Dashboard".

Need Help? All 14 professional tabs include detailed guidance and error alerts. If you require technical assistance, please email us at support@pensionchanges.com