Designating investment distributions by employee

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