How to Edit an Existing Plan
If you need to make a change to an existing benefit, just select the plan from your “Plans” list in the “Benefits” tab.
- Changes can be made to the plan’s basic information and premiums.
- If a plan’s premiums or settings are changed after it has been attached to a Benefits Subgroup, you will need to save the changes in the “Subgroups” area as well.
- BerniePortal will display a green message banner at the top of your screen reminding you to save the subgroup area.
- Click the Subgroup name shown in Blue to navigate to the subgroup that was impacted by the change.
- If the change made to the plan impacts employee deductions or employer contributions, make the necessary updates to the contributions for the plan.
- Select “Save” at the bottom of the screen. You’ll know your change has been saved in the subgroup when the green banner is no longer displayed.
BernieTip: If employees have already enrolled in the affected plan, they will need to be re-enrolled to reflect the plan change.
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