Benefits and Pensions Card for the US

The Benefits and Pensions personal calculation card is a card you have to create manually for eligible employees.

It provides important info for:

• 403 (b) and Roth 403 (b) deferred compensation plans

• 457 (b) and Roth 457 (b) deferred compensation plans

What you want to do	How you do it
Create the card	Use the Calculations Cards task to add the card to eligible employees. You can use the HCM Data Loader to perform a mass update for multiple employees. For further info, see Loading US Data Using HCM Data Loader (2558276.1) on My Oracle Support.
Add the deferred compensation plan to the card	You add the plans as calculation components to the Benefits node. Before you can do this, you must have already defined the appropriate pretax deductions elements.
Configure the plans on the card	Once you have added the calculation components, configure then by adding the appropriate calculation values under Enterable Calculation Values on Calculation Cards.

For further info, see the following in the Help Center.

• Example of Defining Elements for 403 (b) and After-Tax 403 (b) Deferred Compensation Plans

• Limits and Overrides for 403 (b) and 457 (b) Deferred Compensation Plans

• Set Up 403 (b) and Roth 403 (b) Deferred Compensation Plans

• Set Up 457 (b) and Roth 457 (b) Deferred Compensation Plans