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Enrollment opportunity for 2 plans when 1 has a plan level restriction in place

Received Response
edited Feb 1, 2023 6:58PM in Benefits 2 comments


Hello, I have a requirement to for a new LE to

  • allow employee enrolled in plan A to be provided enrollment opportunity via new LE to choose options in plan A or options in plan B
  • If employee's current enrollment is in plan B, new LE should process and close without enrollment opportunities

Adding restriction to plan B for second requirement seems to be removing plan B from enrollment opportunities when employee's current enrollment is in plan A. I'd really appreciate it if anyone could help me understand how to achieve both.

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