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Siebel eInsurance Guide > Group Pensions > End-User Procedures >

Administering Group Pension Plans

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End users administrate group pension plans by performing the following tasks:

View available plan funds and investments. For more information, see To view the funds and investments available within a group pension plan.
Add eligible plan members. For more information, see To add eligible plan members.
Create service requests to track plan administration. For more information, see To create a service request associated with a group pension plan.
Enroll group pension plan participants. For more information, see To enroll new participants in a group pension plan.
Record beneficiary information. For more information, see To record participant beneficiary information.
Create activities and notes associated with a group pension plan. For more information, see To create an activity associated with a group pension plan and To create a note associated with a group pension plan.

End users view which funds and investments are available within a specific group pension plan in the Funding Vehicles view tab. For more information on defining funding vehicles, see To define funding vehicles for a group pension product.

To view the funds and investments available within a group pension plan

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Funding Vehicles view tab.

End users can track individuals who are eligible to participate in a group pension plan in the Eligible Members view tab.

To add eligible plan members

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Eligible Members view tab.
In the Eligible Members list, add a record and complete the necessary fields.

End users can use the Service Requests view tab to track general plan administration activities including account value inquiries, changes in participant contributions, and updates to participant contact information. Users can also use this view to track changes to the features and benefits of a specific plan.

To create a service request associated with a group pension plan

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Service Requests view tab.
In the Service Requests list, add a record and complete the necessary fields.
To add further information about the service request:
Select Service Request Detail from the drop-down list.
In the Service Requests form, complete the necessary fields.

End users enroll new group pension plan participants in the Participants view tab.

To enroll new participants in a group pension plan

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Participants view tab.
In the Participants list, add a record and complete the necessary fields.

NOTE:  In order for Siebel eInsurance to automatically populate the Employer Match % field in the Participants view tab, you must enter a value in the Class field.

In the Contributions form, add a record and complete the necessary fields.
In the Allocations form, add a record for each fund or investment option. Select the appropriate funds and investments options from the Pick Funding Vehicle list.

End users record beneficiary information for plan participants in the Beneficiary view tab.

To record participant beneficiary information

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Beneficiary view tab.
In the Participants list, select a participant.
In the Beneficiary list, add a record and complete the necessary fields.

NOTE:  Make sure all the values entered in the % field equal 100%.

For more information on adding participants, see To enroll new participants in a group pension plan.

To create an activity associated with a group pension plan

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Activities view tab.
In the Activities list, add a record and complete the necessary fields.

To create a note associated with a group pension plan

Navigate to the Group Pensions screen.
From the Show drop-down list, select My Group Pensions.
In the Group Pensions list, select a group pension plan.
Click the Notes view tab.
In the Notes list, add a record and complete the necessary fields.

End users use the Bill To view tab to specify high level payment information, such as payment frequency and a billing address.

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