How do I create a new Retirement Fund?
Description

The company has moved over to a new fund and you are required to setup this new fund on the payroll

Cause
Resolution

Before adding the fund confirm with your fund whether the fund is a Defined Contribution (DC), Defined Benefit (DB) or Hybrid Fund. This should be indicated on the contribution certificate issued by the fund. We cannot assist in determining the type of fund.

 

  • For steps on how to create a Defined Contribution (DC) Fund, click here
  • For steps on how to create a Defined Benefit (DB) Fund, click here
  • For steps on how to creae a Hybrid Fund (DC&DB) Fund, click here

 

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