Sample Project Templates for Defined Benefit Plans

Administration processes are different by plan type and plan design.  Listed below are sample project templates that can be used for defined benefit plan administration.


Tier Availability: Essential, Premium, Business

Security Rights Needed: Maintenance


The best way to insure nothing is missed, is to track the process through a project.  If steps are being performed simultaneously, it is best to have multiple projects running for the same plan.  If steps are sequential, one project template may do.

Be sure to modify the project templates to match your list values, worktrays, data types, and project fields before importing.


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