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Employee Services > Benefits and Deductions >

Retirement

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[ History | Plan Update | Contributions and Deductions |
Vendor Web Site | Add a Retirement Plan ]

A. Current Retirement Plan
The Retirement Plans web page displays the screen below which lists your current retirement benefits/deductions.
retirement plans help

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B. History
The History link below any of the listed Retirement Plans will take you to the following screen, listing all the changes that have been made to your retirement benefits/deductions for the selected plan.
retirement history

To return to the list of Retirement Plans, click the Retirement Plans link at the bottom of the above screen.

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C. Plan Update
To change your retirement plan (e.g., change the amount of deduction per pay period) click the Update link below the selected plan, which will open the following window:
enter your desired change

Enter the Effective Date of Change (note the required date format), and the amount to be deducted (either an exact amount per pay period, or a percentage of your gross). Then click the Submit Changes button (or click the Restore Original Values button if you want to cancel these changes).

Once you have submitted a change, the following confirmation screen will appear:

updates successful

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D. Contributions and Deductions
The Contributions and Deductions link below the Pers Retirement Plan will take you to the screen shown below, listing your Personal Deductions and Employer Contributions to your Retirement Plan for the range indicated. You can select a different range of months to review by clicking the down arrows to the right of the months and years towards the bottom of the screen, and then clicking the Display button.

PERS contribution

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E. Vendor Web Site
Vendors for each Retirement Plan can be accessed by clicking the Vendor Site link below each Retirement Plan in the list shown in #A above. At these sites, you can obtain more information about the particular plan, and also access Customer Service.

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F. Add a Retirement Plan
The Add New Benefit or Deduction button will take you to the screen shown below:
add a new benefit or deduction

Click the desired My Choice button and then click the Select Benefit button in that window, which will open a screen like the one below.

entire desired change

Enter the Effective Date of Change (note the required date format), and the amount to be deducted (either an exact amount per pay period, or a percentage of your gross). Then click the Submit Changes button (or click the Restore Original Values button if you want to cancel these changes).

Once you have submitted a change, the following confirmation screen will appear:

sucessful

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