Administering Group Pension Plans (End User)

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

• View available plan funds and investments. End users view which funds and investments are available within a specific group pension plan in the Funding Vehicles view tab.

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

• Create service requests to track plan administration. End users can use the Service Requests view tab to track general plan administration activities, which includes 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.

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

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

• Create activities and notes associated with a group pension plan.

For more information on defining funding vehicles, see Defining Group Pension Products.

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

1. Navigate to the Group Pensions screen, then the Group Pension List view.

2. In the Group Pensions list, select a group pension plan, and drill down on the plan # link.

3. Click the Funding Vehicles view tab.