Creating a Note Associated with a Group Pension Plan

Use the following procedure to create a note associated with a group pension plan.

To create a note associated with 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 Notes view tab.

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