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Former Member
Mar 18, 2010 at 06:53 PM

Benefit Cost based on Participation Date

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In the last couple of years we have added two new benefits plans for Accident Indemnity and Cancer Indemnity. Now the plan rates are changing but only for "new" participants. If the employee was already participating and is not making any changes then their cost is supposed to remain at the rate that existed when they enrolled. However any new/changed participants will be paying at the new rate.

Also for the Cancer plan the cost is based on age groupings, but the employee's cost is not supposed to change as they grow older, Their rate is set as of their age at a given date (July 1) for the year they enroll and again that rate remains in effect throughout the remainder of their employment as long as they don't make any changes (add dependents, etc.)

I can think of a few of ways to handle this - set the alternative cost amt on the infotype when the employee is enrolled, create a new "plan" every time the rate changes (but that doesn't take care of my "aging" problem) or attempt to use a user exit to calculate the cost.

I would appreciate any advice or other suggestions on how to handle these plans.

Thank you!

Gail Vogel