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The window can be confusing to users. The misc benefits window is basic so redesigning retirement to be similar to misc benefits could be helpful. Not sure if anyone still uses the funds section, if not, could that be removed or reduced?
Could Box 13 checkbox for the Tax Info Card be added and then update the deduction card to update the W-2? OR when checked, update the employee Tax Card.
Match capability - could tiers be used with % and not just dollar amounts for employer match? For example, 1% = 100% match, 2-5% contribution = 50% match. Currently we use multiple codes and the new combined year max helps but can get confusing on enrollments, smartlists, etc.
STATUS DETAILS
New