Edit an existing plan’s settings and premiums from the plan library. If you change premiums on a plan that is already attached to a subgroup offer, you must also save that offer so the new rates apply.
Who can edit a plan
Employers with Benefits enabled, brokers, and Global Admins can edit plans. Feature admins do not have access to Plans.
To edit an existing plan
- Go to Benefits → Plans.
- Select the plan name to open the Configure tab.
- Update the plan settings you need to change. To attach or manage documents on this tab, see How To Attach Documents to a Plan.
- Select Save changes. BerniePortal opens the Premiums tab.
- If you need to update rates, make your changes on the Premiums tab, then select Save Changes.
To edit premiums only, select the plan, then open the Premiums tab.
After you change premiums on an attached plan
When premium values change on a plan attached to a Current Offer or Upcoming Offer, BerniePortal shows a warning message at the top of the screen (not a success message):
REQUIRED ACTION NEEDED: Current Offer or Upcoming Offer: [plan name] (Subgroup: [subgroup name]) premiums have been updated. Please click the blue hyperlinks in this message to navigate to the benefits offering and save the configuration to capture the premium changes.
This warning appears only after premium rate changes—not after Configure-only edits such as plan name or employee message text.
To finish applying the new premiums:
- In the warning, select the blue subgroup name. BerniePortal opens that subgroup’s Current Offer or Upcoming Offer screen.
- Update employee deductions or employer contributions if the rate change requires it.
- Select Save changes at the bottom of the offer screen. The warning clears after the offer is saved.
Changing premiums removes existing employee enrollments in that plan (except frozen accounts and employees in certain enrollment states). Enroll those employees again if they should keep the plan.
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