Understanding Group Statements

When you set up group statements, you must use a single IF statement to state the inclusion criteria. You cannot have more than one IF statement in a custom statement. Group statements do not require a corresponding THEN clause or a final assignment, because the system assigns the value Y (yes) when an employee meets the criteria.

Statement Type	Description
Group Function Definition	Establishes subsets of the employee population that you can then link to specific plan rules. These group definitions are key to implementing your plan rules, since rules must always be explicitly associated with a group when you set up a function result.
Plan Eligibility	Defines the criteria which qualify employees for a specific plan. Plan Eligibility Custom statements will look very similar to Group Definitions since the Plan Eligibility groups are a specialized application of the grouping logic.
Spouse Eligibility	Defines the criteria which employees must meet in order to take advantage of automatic (non-optional) joint and survivor benefits if a plan offers this benefit.
Status Code Definition	Another specialized application of the grouping logic, this time to determine criteria for pension status assignment.