Creating Secure Act eligibility report

  1. Select Benefits > Maintenance > Processes > Secure Act Eligibility > Proposed.
  2. Click Create.
  3. Select a benefit group.
  4. In the Determine Eligibility section, specify this information:
    Determine Eligibility
    Select the check box to determine the eligibility of the benefit group.
    FTE Threshold
    Specify the full-time equivalent threshold.
    The hours eligible calculation is used for employees who do not meet the FTE threshold required. Employees who meet the FTE threshold are tagged as secure act eligible.
    Pay Class
    Select the pay class associated with the identified hours to determine the hours completed.
    Hours Minimum Per Year
    Specify the required minimum hours per annum.
    This field applies to periods 1, 2, and 3 Lookback Date ranges if populated.
    Start Period 1 (Most Recent Period)
    Specify the start period for each of the years you count back.
    Periods are in consecutive order with the most recent period in Start Period 1.
    End Period 1
    Specify the end period for each of the years you count back.
  5. In the Determine Over Wage Limit section, specify this information:
    Wage Limit
    Provide the wage limit of the resource group.
    Wage Source
    Select the source of the wage to determine the over-wage limit.
    Year
    Specify the year to cover to calculate the wage limit.
  6. In the Determine Catch Up Eligible section, specify this information:
    Determine Catch Up Eligible
    Select the check box to identify the catch up eligible resources.
    Age As Of Date
    Provide the age of the resource as of the date you are to calculate from.
  7. Click Submit.

    The error icon indicates that the Secure Act eligibility for the employee is different from the eligibility that is currently on their profile.