Establishing Eligibility by Benefit Group

Use the Eligibility by Benefit Group form to establish employment type and benefit eligibility requirements for flexible spending plans by benefit group.

To establish eligibility by benefit group:

1. Open the Eligibility by Benefit Group form.
Use this option To define this
Group The benefit Group used to establish eligibility.
Employment Status Class Each Employment Status Class that is eligible for this benefit plan. If employees of all status classifications are eligible, you do not need to select any statuses.
Employment Type(s)

The Employment Type(s) that are eligible for this plan. If employees of all employment types are eligible, you do not need to select any types.
Minimum Age The Minimum Age required to be eligible for this plan.
Minimum Days/Months of Service The Minimum Days/Months of Service required to be eligible for this plan. Use the drop-down to select Days or Months.
Minimum Annual Hours The Minimum Annual Hours of service required to be eligible for this plan.

Eligibility Date Used

The date used to determine how the system calculates the date employees meet eligibility requirements for this plan.

• Calculated Eligibility Date: The first day of calculated eligibility.
• First of Month after Calculated Date: The first of the month after the date of calculated eligibility.
• First of Quarter after Calculated Date: The first day of the next quarter after the date of calculated eligibility.
• If Calculated is 1st of month, use that else next 1st of month: Do not select this option. For future development: could cause problems if you select it at this time.

Auto Escalator

This field will only display if the Auto Enrollment field is checked for a Retirement Plan.

• Unchecked - (Default) Plans will not automatically escalate contributions annually.
• Checked - In addition to auto-enrollment at a default contribution rate, plans will automatically escalate contributions by 1% each year until they reach a predetermined rate by the employer (between 10 and 15%).
Auto Escalator Max Percent

This field becomes visible only after the Auto Enrollment field is checked. However, this field becomes editable only after the Auto Escalator field is checked. Enter any value between 10-15 (including up to 2 decimal places), which is the maximum predetermined benefit rate percentage decided by the employer for that client.

• If the Auto Escalator field is checked, then this field is mandatory. if you do enter a value, you will receive an error stating Auto Escalator Max Percent is required when using Auto Escalator.
• If the value entered is outside the permitted range, you will receive a warning message stating Auto Escalator Max Percent must be between 10%-15% when using Auto Escalator.
2. Click Save.