Create benefit options as part of setting up 401(k) plans

You create the pretax and after-tax options for use with your 401(k) plan. This task is part of the playbook to set up 401(k) plans in Benefits. This task is part of the playbook to set up 401(k) plans in Benefits.

  1. On the Home page, click Benefits Administration > Plan Configuration.
  2. On the Tasks panel, click Benefit Options.
  3. Create a pretax option using the plan type you created earlier.
  4. Save your changes.
  5. Likewise, create an after-tax option.