General Information - Assign to Plan Tab
Use the Assign to Plan tab to copy the currently selected participant and his/her information to another Plan, including any combination of the following fields: Participant Allocations, Participant Allocation History, Participant Payroll Detail, Participant Beneficiary Information, and Participant Contribution Rates.
Note: After the participant has been copied to the new Plan, you can change the information.
How to Access the Participant General Info Details – Assign to Plan Screen
1. On the Setup menu, point to Participants and then click General Information. The Participants General Info Details window displays.
2. Click the Assign to Plan tab.
Explanation of Fields
|
Field Name |
Field Description |
Required / Optional |
|
Copy From Plan |
From the list, select the Plan from which you would like to copy the currently selected participant. |
Required |
|
New Hire Date |
Select a new hire date for the participant. |
Required |
|
Participant Allocations |
Select this check box to copy the participant's current allocations to the new Plan. Allocation History information will also be copied. |
Optional |
|
Participant Vesting Schedules |
Select this check box to copy the participant's Information from the Payroll Detail window to the new Plan. |
Optional |
|
Participant Beneficiary Information |
Select this check box to copy the participant's current beneficiary information to the new Plan. |
Optional |
|
Participant Contribution Rates |
Select this check box to copy the participant's current contribution rates to the new Plan. |
Optional |
|
Select New Plan Assignment |
Click the Search button to display a list of Plans to copy the selected participant to. |
Required |