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Use Retirement Benefits → Members with company owner or admin access in employer view. The retirement product must be active. Resolve any Pay period configuration required message before attempting actions that need plan settings.

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Add a person

  1. Select Add member.
  2. Choose Invite new member to send an invitation, or Existing team member for someone already in the company.
  3. Review the person’s details and complete the employment date, salary, and eligibility fields shown.
  4. Check the selected person and eligibility choice. Select Send invitation for a new invite, or Add member for an existing person.
  5. Return to Members and check the result.
For many people, use Import team members from a CSV from the retirement screen. An invitation or an eligibility change is not proof that the member has finished their own retirement setup.

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Follow progress

Use Invited, Ready, Missing info, Enrolled, Eligible, Ineligible, and Opted out to narrow the list. Search by person, and use Load more members or Load more invitations when available to see further records. Resolve missing information shown on the row. Salary may be required before Mark eligible becomes available. A blocked country or incomplete plan configuration can also prevent an action.

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Change eligibility

Use the member’s action menu to Mark eligible or Mark ineligible, where permitted. Review any confirmation. For a bulk change, select the intended rows, check the selected count, then select Mark eligible. Only selectable, loaded members are included, with at most 100 selected at a time. Base the decision on your company’s agreed policy. Do not change a person’s country or salary just to unlock eligibility.

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Remove an enrollment

Where available, choose Remove enrollment and read the Remove from retirement confirmation before proceeding. This changes retirement enrollment; it is separate from removing a person from the company or arranging a payout. For an opted-out member who wants to return, or an action the screen does not allow, contact support after checking the member’s current record. To update the employment or salary information behind a member record, use Update a team member. For a departure, follow Manage team access and departures.