Costpoint Help

Retirement

Use the screens in the Retirement application group to manage retirement elections and activate retirement benefit changes.


Manage Retirement Elections

ESS administrators can use this screen to view/edit employee retirement benefit elections (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts) before uploading them to Costpoint Payroll.

Activate Retirement Changes

Use this screen to update employees' payroll deductions with changes made to their retirement benefits (that is, deductions with 401(K), 403(B), 408(K), 457, or 501(C) percentages or amounts).


Parent Topic:

Benefit Activation