Editing a Retirement Plan

You can edit all fields on an existing retirement plan, except for the plan’s subsidiary. You cannot clear an employee contribution box if a payroll item uses it.

To edit a retirement plan:

  1. Go to Setup > Payroll > Setup Tasks > Retirement Plans.

  2. Click the number next to the retirement plan you want to edit.

  3. Make your changes.

  4. Click Save.

Related Topics

General Notices