Plan Document - Screens - New Plan Wizard - Reported Amounts
New Plan Wizard - Reported Amounts
  • Reported Amount Lookups to Create: this list will be populated with the Reported Amounts that have been created within your Sponsor. Selecting a Reported Amount named Earnings, for example, will create a Formula Derived Item in this plan called lookup_Earnings. You may select none or all of the Reported Amounts available. Additional Reported Amounts and Reported Amount Lookups can be added later in the process as well.
Related topics
New Plan WizardContinue with another step in the new plan workflow. New Plan Wizard - MainReview the identifying and effective-date information for the new plan. New Plan Wizard - Benefit OptionsReview the benefit options selected for the new plan.
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