1. Siebel Insurance Guide
  2. Enrolling New Participants in a Group Pension Plan

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 Insurance 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.