Modify Pension Plan Information

This page lets you set up the details of your pension plans.

Pension Plan Grid

Pension Plans are listed in a grid below the link. The Plan Type, Plan Percent, Plan Limit, Divide Annually By, and AR Item fields display on the grid.

1. Click the Add New Plan link to add a new Pension Plan.
2. Click the Edit icon to make changes to a Pension Plan.
3. Click the Delete icon to remove the Pension Plan from the system. The Delete icon does not appear next to a Pension Plan after it has been assigned to an appointee on the Appointee Information page, Appointments tab.

Add New/Edit Pension Plan

The following fields appear on either the Add New Plan or Edit Plan window.

1. Type: Enter a description or name for the pension plan.
2. Plan Percent: Enter the percentage used for calculating the pension billing amount.
3. Plan Limit: The maximum amount on which the plan percentage can be calculated. For example, if the limit is $50,000 and an appointee makes $60,000 a year, the calculation is based on $50,000.
4. Is Billed: Select a frequency from the drop-down list.
5. Revenue Center: The Revenue Center in Accounts Receivable from which you want to select an item.
6. Item: The item used for creating the invoice in AR when posting invoices to Accounts Receivable.

Updated July 20, 2026 04:10