Enroll Employees in Retirement Savings Plans

Administrator Guide

Create rules for allocating retirement savings plan contributions.

Initiate an open enrollment, change benefit election, or passive event for an employee.

Security: Worker Data: Benefits
in the Benefits domain.

You can enroll an employee in a retirement savings plan. If you configured multiple retirement savings plans, you can allocate the employee's percentage across the multiple plans. You can also troubleshoot issues the employee has in allocating the correct amounts or percentages.

Administrators can use the Enroll in Retirement Savings Plans
web service to bulk load multiple enrollment events.

Because administrators use the Enroll in Retirement Savings Plans
web service for loading data the web service completes processing automatically, even if you specify manual processing.

Access the task in My Tasks for enrolling in benefits.

As you complete these steps, consider:

Option	Description
Employee Contribution	(Optional) Enter a contribution percent or amount. The amount must be within the minimum and maximum contribution defined on the plan.
Plan Contribution Percentage	The contribution percentage for either the employee or employer for each plan. To allocate contributions to more than 1 plan, enter a percentage allocation for each plan. The total allocation for each grid must equal 100%.
Employer Contribution	Displays when you configure the employer contribution for the plan or if the employee can contribute.