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Is there a way to setup a Plan with Optional Beneficiaries?
Summary:
We have many plans that have beneficiaries. In order to reduce the time to go through a New Hire or Open, we would like to setup the optional plans as beneficiary optional. But if I setup the Designate Beneficiary action item, it becomes required, even if I don't set the Required or Suspended flag. That then creates a Pending Action.
Content (please ensure you mask any confidential information):
Is there a way to setup the plan to optionally designate beneficiaries without creating a Pending Action if they are not designated?
This is our current setup that is creating the Pending Action. Note the Required flag is not set.
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