Designating investment distributions by benefit plan

  1. Select Benefits > Maintenance > By Benefit Plans.
  2. Select a benefit plan.
  3. On the Enrolled tab, select the employee and 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.
    A percentage must not exceed 100% of the contribution.