BN - Review Retirement Plan Enrollments

This user procedure is how to review retirement enrollments for an employee.

Procedure At-A-Glance
Category: Review employee enrollments
Audience: Benefit Administrators
Navigation:  Benefits > Enroll in Benefits > Retirement Plans
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General Description

Administrators will need to review an employee's retirement elections and historical information, they can do so through the Retirement Plans page in HRS.  For each Plan Type, the Retirement Plans page allows you to determine whether an employee has Coverage elected, waived or terminated; Deduction Begin Date, and Election Date.  The BN Benefits View security role will provide access to view enrollments.

Process Inputs

  • Empl ID or
  • Employee First and Last Name (not the preferred method)

Process Considerations

Procedure Steps

1.  Click Benefits

2.  Click Enroll in Benefits

3.  Click Retirement Plans

4.  In the Retirement Plans search screen:

a.  In the Empl ID field, enter the employee's unique 8-digit employee ID, if known. (e.g. 00367147)  This is the best practice since more than one employee may exist with similar names.

b.  In the Name field, enter all or part of the employee's first and last name, if known. (e.g. ABRAHAM LINCOLN)

c.  In the Last Name field, enter all or part of the employee's last name, if known. (e.g. LINCOLN)

d.  Select Include History so that a checkmark displays.  This allows you to view all future, current, and historical information for the employee.

e.  Click Search to display results for your search criteria.

Retirement Plans Search

5.  If the search criteria you entered in Step 4 was too wide, and multiple records exist, you may see a Search Results area.  Otherwise the Retirement Plans page displays. (Skip to Step 6).

a.  In the Search Results area, you can click on any column heading (e.g. Last Name) to sort in ascending or descending order.

b.  Locate the desired Health Benefits record you wish to review, and click on it to select.

6.  The Retirement Plans page displays for the employee.  Note:  The Benefit Program displayed in the Health Benefit Elections page is the program as of the Deduction Begin Date.  Any subsequent changes to Benefit Program will not display unless enrollment changes occur.  Please use BN - Review Benefit Program Enrollments to view possible Benefit Program changes.

a.  A list of Plan Types are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

b.  Deduction Begin Date = The date when deductions should take from payroll.

c.  Coverage Election = Elect, Waive, or Terminate.

d.  Election Date = The date when the enrollment change was processed.

e.  A list of Benefit Plans are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

Retirement Plans

Related Policies, Job Aids and Forms

Related Policies

Related Job Aids

Related Forms

Keywords:benefit, benefits, enrollment, Wisconsin Retirement System, WRS,   Doc ID:19968
Owner:Samantha Q.Group:Human Resource System (HRS)
Created:2011-08-24 15:18 CDTUpdated:2016-08-08 13:47 CDT
Sites:Human Resource System (HRS)
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