Designating investment distributions by benefit plan
- Select Benefits > Maintenance > By Benefit Plans.
- Select a benefit plan.
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Open an employee that is enrolled:
- Click the Enrolled tab.
- Select the employee.
- Click Open.
- Click the Investment Distributions tab.
- Click Create and select an investment.
- Select an option and specify a percentage of the contribution to invest in that option.
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Repeat to designate more investment options.
Percentage cannot exceed 100% of contribution.