Investment (BN36.1)
Use Investment (BN36.1) to assign investment distributions for an employee's contributions to a defined contribution plan.
This form is valid only if the Investments field in the Vesting Compensation form tab of BN15.1 (Benefit Plan) is Yes.
More Information
The employee's current investment accounts display first, followed by all active accounts. Current investment accounts are those belonging to a benefit with a start date equal to or before or a stop date equal to or after the system date. Active accounts display based on the sequence number defined for the investment accounts in the Investment form tab of BN15.1 (Benefit Plan).
If you re-enroll an employee in a defined contribution plan because the employee's contributions change, you also need to re-assign investment distributions.
You access the Investment subform by choosing the Inv button from benefit entry forms.