Copying an Existing Benefit Plan

You can copy an existing benefit plan when you need to set up a plan that is similar to a plan that you have already set up. For example, suppose that you have a dental plan already set up that has an effective date of January 1 and an ending date of December 31 of the current year. The dental plan that the organization offers for the following year might be basically the same as this current plan, with only a few minor changes. To save time and reduce data entry errors when you set up the dental plan for the following year, you can copy the current dental plan and then enter only the appropriate changes.

See Adding a New Benefit Plan.