To associate a plan year period with a plan:You use the Maintain Plan Related Details window to:
Associate a plan year period with a plan
Associate a reporting group with a plan
Associate reimbursable goods or services with a plan
Associate regulations and reporting groups with a plan
Associate an organization with a plan
You associate a plan year period with a plan to define the period for which the plan is active.
To associate a plan year period with a plan:Enter or query the plan in the Plans window to which you are associating a plan year period and choose the Details button.
Choose the Plan Year Periods tabbed region.
Enter a Seq (sequence) number to specify the order in which the system processes this plan year period relative to any other plan year period for this plan.
Select the plan year period Start date.
The period end date displays based on the start date you select.
Save your work.
You can associate a plan to those reporting groups that you use to report on the plan.
To associate a reporting group with a plan:Enter or query the plan in the Plans window to which you are associating a reporting group and choose the Details button.
Choose the Reporting Group tabbed region.
Select the Name of a reporting group that you use to report on this plan.
Select more reporting groups, as necessary.
Save your work.
You can associate the goods or services that your enterprise provides as a benefit or has approved for reimbursement as part of a plan.
To associate a good or service with a plan:Enter or query the plan in the Plans window to which you are associating goods or services and choose the Details button.
Choose the Goods or Services tabbed region.
Select the type of goods or services that you are associating with this plan in the Type field.
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You can associate regulations with a plan and the reporting groups that support these regulations.
To associate a regulation or a reporting group with a plan:Enter or query the plan in the Plans window to which you are associating a regulation and choose the Details button.
Choose the Regulations tabbed region.
Select a Regulation.
Select a Reporting Group associated with this regulation.
Complete the following fields based on the regulations that govern this plan. These regulations support US non-discrimination legislation.
Regulatory Plan Type is used to define the type of regulation that governs this plan, such as Fringe benefit regulations or pension regulations.
Contribution Nondiscrimination is used to identify those participants who cause the plan to be out of compliance with contribution nondiscrimination provisions.
Key Employee Determination is used to determine those participants who are key in the context of the plan for nondiscrimination testing purposes.
Highly Compensated Determination is used to determine those participants who are highly compensated in the context of the plan for nondiscrimination testing purposes.
Five Percent Owner is used to determine those participants who are 5% owners of the business.
Coverage Nondiscrimination is used to identify those participants who cause the plan to be out of compliance with coverage nondiscrimination provisions.
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You can associate organizations with a plan, such as third party administrators and benefits suppliers. For example, you can link an organization to a plan when the organization is a benefits supplier to whom you owe a monthly premium.
To define an organization for a plan:Enter or query the plan in the Plans window to which you are associating an organization and choose the Details button.
Choose the Organizations tabbed region.
Select the name of this Organization.
Enter the Customer Identifier this organization uses to identify this plan.
Enter the Policy or Group Number this organization uses to identify this plan.
Enter the Organization Role that describes the services this organization provides for this plan.
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