> ## Documentation Index
> Fetch the complete documentation index at: https://help.redii.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage retirement members

> Add people, resolve missing information, and follow enrollment status.

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.

## 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](/employers/import-team-members) from the retirement screen.

An invitation or an eligibility change is not proof that the member has finished their own retirement setup.

## 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.

## 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.

## 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](/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](/employers/update-team-member). For a departure, follow [Manage team access and departures](/employers/manage-team-access).