v7 FreeBalance Help

Retirement Benefit Plan represents a collection of retirement benefits included as part of the Retirement Benefits Plan for one or more employees. To MODIFY a Retirement Benefit Plan, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Retirement Benefit Plans, leave all fields blank.
2. Click on the Find icon .  The list of Retirement Benefit Plans meeting the retrieval criteria will appear.
3. Click on the Retirement Benefit Plan you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.