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Open your plan → Outstanding items with owner or admin access in employer view. This page brings together items that need attention for the active plan.

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Check the outstanding work

  • Annual intake: follow the item to submit the year’s information.
  • Distributions owed: review the participant, trigger event, amount owed, payment methodology, and due date.
  • Election change requests: review the participant’s requested payment year, installment preference, note, and request date. Resolve the request with your Redii contact; the displayed request is not an approved change.

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Record a payment already made

Mark paid records an offline payment. It does not send money.
  1. Match the distribution or installment to your actual completed payment record.
  2. Check the participant, amount, currency, and due item.
  3. Select Mark paid on that row.
  4. In the confirmation, check the payment details and enter the Payment reference.
  5. Select Confirm payment only when the payment has actually been completed.
  6. Check Completed distributions for the resulting record.
For installments, confirm the particular installment that was paid. Do not mark an entire obligation paid based on one payment. If the payment amount or record does not match, stop and ask your Redii contact to resolve it.

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Missing or incorrect items

The page may show only a limited set of due or completed installments. Read any message about additional or older items. Never mark an unpaid item paid just to reveal the next rows. If you recorded a payment incorrectly, contact support with the reference. Do not create another payment record as a correction. If 10-year Treasury rates is shown, use only your plan administrator’s approved source, date, and rate. If these are not confirmed, ask your Redii contact before saving.