Benefit Subgroup Configuration Area
Once a benefit subgroup is created, you’ll need to configure the subgroup’s settings. To access a benefit subgroup's settings, select the "Benefits" tab in the top navigation menu, select the "Subgroups" tab in the secondary navigation menu, then select the name of the subgroup.
Below is a list of benefit settings that can be managed to create specific benefit offering strategies.
- Rename the subgroup: Fill in the subgroup’s name.
- Add FEIN (tax ID) numbers: Input appropriate tax ID numbers.
- Adjust # of deductions: Select the appropriate number of deductions from the dropdown menu for the subgroup.
- Note: If adjusting the number of deductions after you've configured Current and/or Upcoming Offer, be sure to save the Current and/or Upcoming Offer(s).
- Designate the subgroup as a COBRA subgroup: If this subgroup is to be configured as a COBRA subgroup, check the box next to “This is a COBRA subgroup.”
- Edit Spousal Surcharge: Available to employers who have spousal surcharge turned “on.” Adjust the amount of additional costs to an employee who is affected by the surcharge per pay period.
- Summary Plan Description (SPD): Upload the subgroup’s SPD. Available to employers who have “Distribute Section 125 SPD turned “on.”
- Enrollment Documents: Upload the subgroup’s enrollment documents. To delete any documents, use the action wheel on the right.
- Edit Defined Contribution: If you participate in defined contribution, enter the per pay period amounts per bucket here. Defined contribution settings may look different than the example below based on the Benefits | Settings | Defined Contribution area of BerniePortal (additional buckets of contribution).
Once you’ve configured all available settings, don’t forget to select “Save Changes.”
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