How You Create Year Periods

Use the Year Periods and Billing Calendars task in the Plan Configuration work area. You can create a single year period to define time periods for multiple programs or plans.

You can optionally define a limitation year period to determine a yearly contribution ceiling for a benefits plan. When you create or edit a program or a plan, you can link the year periods.

If you want to create multiple calendar year periods, instead of creating one period at a time, click Generate Multiple Calendar Year Periods on the Year Periods and Billing Calendars page.