401(k) Plan Sample Web Application

This sample is an intranet application that a Fortune 1000 company might create for their employee 401(k) plan. It assumes that the company will act as the plan administrator, keeping records for participants, but allowing the employees to view and edit their individual contributions to the program.

Technical Overview

This sample is designed to run from any browser that supports cookies and can execute JavaScript™. The sample uses VBScript™ on the server and JavaScript on the client. The only exception is the Chart control, which is an ActiveX Control with VBScript on the client.

All pages are linked to a Cascading Style Sheet (401KCSS.CSS). The CSS uses standard tags, "h1, h2, h3..." to assure graceful display in browsers that do not support CSS.

Organization

The sample consists of four sections:

• Learning about 401 (k)
• This section contains static information about the 401(k) plan. No server-side or client-side script is associated with this section.
  
• Sign Up
• This section allows employees who are not enrolled in the 401(k) plan to sign up and make their plan elections.
  Because this is a sample, a list of valid employee names and Social Security Number (SSN) values is displayed on the page. You can enter the SSN of an employee in the SSN text box and create your own password to go through the sign-up scenario.
  Remember that these employees do not have transactions and holdings to view in the online section, but you can change their plan elections using the Change Contributions form in the Online section.
  
• Online
• This section allows 401(k) participants to access information about their account and to change any of their plan elections. Use the table at the bottom of the page, which identifies the names and passwords of all current participants.
  Once you have logged in as one of these participants, you can access the reports on their plan holdings and transactions, as well as change their currently selected plan elections.
  
• Feedback
• This section is a "mailto" function that gives Visual InterDev users the opportunity to send mail to Microsoft.
  

Database

The sample database for this application contains records for 13 employees.

Six employees are current participants and have transactions and holding information for six pay periods: The transactions were generated by queries to a dBase database:

• PayAmt, calculates the bimonthly pay of each 401(k) participant.
• InvAmt, calculates the 401(k) investment dollars.
• FundPurchase, looks up the employee's fund allocation and the current fund price and calculates the number of shares to be purchased for each fund.
• The TransQuery then adds these CONTRIBUTION transactions to the Transactions table.

The other seven employees do not currently participate in the 401(k) plan. Use these employee names to see how the online sign up works.