The Plan Setup process is typically done only by knowledgeable pension administrators. The individual events of the process are meant to be run in whatever sequence is required.
Host Events |
Description |
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Creates a new shared-structure client. | |
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Clones an existing plan within a client or from one client to another. | |
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Modifies table-driven plan rules such as year end, normal and optional forms, retirement ages, contribution sources, pension benefit setup and disbursements via the DB Plan Wizard. | |
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User Defined Code |
Creates a new Plan, Member, or Employer user-defined code via the Code wizard. |
For more information, see About Web Administrator Processes.
Build 1136