Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide > Group Pensions > End-User Procedures >
Defining a Group Pension Plan
To define a group pension plan, end users must perform the following steps:
- Define a group pension plan. For more information, see To define a group pension plan.
- Specify plan rules. For more information, see To specify plan rules.
- Define plan classes. For more information, see To define classes for plan participants.
- Record key plan contacts. For more information, see To record key group pension plan contacts.
- Enter billing information. For more information, see To enter billing information.
To define a group pension plan
- Navigate to the Group Pensions screen.
- From the Show drop-down list, select My Group Pensions.
- In the More Info form, add a record and complete the necessary fields.
Some fields are described in the following table.
A company or account that has a group pension plan associated with it or a company or account that provides a group pension for a group of people. For more information on adding additional companies, see Adding a Company. For more information on defining group pension products, see To define a group pension product.End users use the Rules view tab to define the types of rules that govern the selected 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 Rules view tab.
- In the Rules form, complete the necessary fields.
End users define different groups of plan participants in the Classes view tab.
To define classes for plan participants
- 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 Classes view tab.
- In the Classes list, add a record and complete the necessary fields.
- If this is an employer-sponsored plan, enter the appropriate percentage in the Employer Match % field.
End users use the Contacts view tab to define key contacts associated with the selected plan. These contacts are not plan participants, but consist of key individuals associated with the selected plan such as a plan administrator, trustee, or investment committee member.
To record key group pension plan contacts
- 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 Contacts view tab.
- In the Contact list, add a record and complete the necessary fields.
- In the Contact Role field, select one of the following:
- 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 Bill To view tab.
- In the Pay Plans list, create the appropriate number of pay plans by adding a record for each plan and completing the necessary fields.
- In the Bill to Address form, add a record and complete the necessary fields.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide Published: 20 October 2003 |