Designating investment distributions by benefit plan

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