Enrolling New Participants in a Group Pension Plan

Use the following procedure to enroll new participants in a group pension plan.

To enroll new participants in 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 Participants view tab.

4. In the Participants list, add a record and complete the necessary fields.

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

5. 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.