# Member Class Configurations

These configurations inform how a member of a particular class in a scheme is to be treated apart from a member from another class within the same sponsor.

The screenshot below shows a drop-down submenu with links through which different setups are done:

Member Class Specific Info

# Contribution Rates

To set contribution rates, click the Contribution Rates link and then click the New Contribution Rates button to add a new rate as shown below:

New Contribution Rates window

Action

  • Click label 1 button to load a dialogue box and set new configuration.

  • Click label 2 button to view the details of a selected record on the list.

  • Click label 3 button to remove a selected configuration.

  • Click label 4 button to search records based on Sponsor.

  • Click label 5 button to Certify, Approve and Authorize a selected config record.

  • Click label 6 button to view a print format copy of the Contribution Rates details.

Clicking the New Contribution Rates button labeled 1, will load a Contribution Rates Details dialogue box through which a new Rate can be configured as shown below:

Contribution Rates settings

Tip

  • Look at the lower section of the dialog box in the above dialog box and notice how the new rates configurations are tied to a particular Member Class under a Sponsor.

# Retirement Age

Retirement Age configurations are set to categorize the different types of retirements exits. This determines the benefits of a retiree under each category during benefits processing.

Click the Retirement Ages link to open retirement ages window and view already configured retirement ages, add a new configuration, delete and certify selected records from the list as show below:

Retirement Ages

Action

  • Click label 1 button to add a New Retirement Age configuration.

  • Click label 2 button to view the details of a selected retirement record.

  • Click label 3 button to delete a selected configuration from the records.

  • Click label 4 button to Certify, Approve and Authorize a selected record.

Clicking the New Retirement Age button will open a dialogue box. Fill in the details to create a new retirement age as shown below:

Retirement Ages configs box

# Eligible Ages

Eligibility age is a configuration set to determine who can be allowed in a member class in terms of age limits. Fill in the details to create a new member eligibility age as shown below:

Eligibility age configs window
Last Updated: 2/27/2024, 7:18:45 AM