Defining Participant Classes for Plan Participants

Use the following procedure to define participant classes for plan participants.

To define participant classes for plan participants

1. Navigate to the Group Pensions screen.

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

3. Click the Classes view tab.

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

5. If this is an employer-sponsored plan, enter the appropriate percentage in the Employer Match% field.