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Flex Credits and how to handle when not all employees are eligible to receive

Received Response
edited Mar 31, 2021 3:03PM in Benefits 2 comments


I have a situation in which I have 15 different credit pools based on various employee criteria.  I'm handling that through a Core+Flex Program.

However, there are employees (again, based on various criteria) who are not eligible for flex credits.  They receive a traditional employer contribution for their specific benefit elections.

Does anyone have experience with this?  My preference would be to have all employees in one program (since criteria for receiving/not receiving is based on FTE); however, not sure that will work.  Trying to decide if I really have to set up two separate programs.  One of my concerns in the confirmation summary.  If I put both types of employees in one program, I would want a 'flex-eligible' employee to see the flex pool - credits used - credits remaining at the top of their confirmation; but 'non-flex' eligible employees to see the traditional 'per paycheck costs'.

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