Setting up eligibility for HSA Catch Up Plan
Hi. I need to set up an HSA plan that includes HSA catch up using an eligibility table to test based on age and 30 days from start date.
The employee age eligibility is 55 years old at any time during the year. I set my age calculation program to update employee age at 12/31/23, so any employee who turns 55 during the year will qualify.
I have eligibility set up with Minimum Age parameter and days of service, but the eligibility is not working, allowing any employees at any age to enroll.
Has anyone set this up in 9.2?
Thank you!