Retirement Plan Enrollment

Use the Retirement Plan Enrollment form to enroll employees in retirement plans. Once the employee is enrolled in a retirement plan, PrismHR automatically adds the deduction to the employee's deduction form.

Use the panels to specify the plan information for the employee:

• Setting General Information
• Defining Financial Details
• Establishing Election Details
• Defining Exclude / Include Pay Codes
• Defining Extra Contributions
• Defining Override and Deferral Limits
• Adding or Editing Employee Retirement Loans
• Creating or Editing Retirement Register Adjustments

You can access other information and settings using the Actions menu:

• Enrollment Audit: View information about the employee's retirement plan enrollment.
• Details Audit: View information about the employee's retirement plan deductions.
• User Fields: Enter any information in the fields defined by your organization.