Mass enrolling default plans

Employers are required to implement auto-enrollment to default benefit plans to comply with Secure Act 2.0 requirements.

You can use the Mass Enroll in Default Plans to enroll employees in any default plan, including employees related to the Employee Life plan, and plans under Secure Act 2.0.

  1. Select Benefits > Maintenance.
  2. Click the Process tab and click Mass Enroll in Default Plans.
  3. Specify the required fields.

    See Benefit plan setup.

  4. In the Secure Act section, select the Auto Enrollment check box to mass enroll the selected employees in the default plan.