Benefits Administration
PRO: How to Update Missing Dependent Demographics for Benefits
This article addresses an important issue faced by some of our employees: missing data elements, such as Social Security Numbers (SSNs), for their dependents. This information is crucial for the efficient use of medical benefits. We'll guide you ...
PRO: Implementing a One-Time Large 401k Increase
This article guides you through the process of adding a one-time large 401k contribution to an employee's (EE) profile, without disrupting their ongoing 401k deduction schedule. This might be relevant in situations where an employee wishes to make a ...
Creating a Deduction Shortfall for Employer Contributions
When managing financial transactions in Pro Software, particularly for retirement plans like Simple IRA, it's crucial to address shortfalls in employer (ER) contributions. This article guides you through creating a deduction to recover a missed ER ...