Transfer to Plan of Same Category supported for Front Loaded Plans

During an employee's loss of eligibility or transfer to new legal employer, you can now transfer their plan balance from one plan to another plan that belongs to the same plan category for front loaded accrual plans.

Transfer plan balance to a plan with the same plan category when transferring to a new legal employer for front loaded accrual plans.

Steps to Enable

You don't need to do anything to enable this feature.