How to move an existing employee to a different plan
- Go to the tab “Employees”
- Tick the box next to the employee's name
- From the drop-down bar that surfaces, select the new plan you wish to assign your employee to
- Click "ok" to confirm the change
- The employer matching amount will be automatically updated according to the new plan set-up, as well as the employee's existing contribution amount.
- The employer matching will only be updated if your pay date is currently un-finalized.