Updating Secure Act 2.0 eligibility

You can update employee eligibility for Secure Act for one or all employees.

  1. Select Benefits > Maintenance > Processes > Secure Act Eligibility > Proposed.
  2. Select the employee record.
  3. Click Update Selected Employees to update the selected employee record.

    Optionally, click Update All Employees to update all the employee records.

  4. In the Secure Act Update section, specify this information:
    Effective Date
    Specify the effective date on which the employee can change the eligibility flags.
  5. Click Submit.