Groups using Invoicing and Payment functions of RetireSweet will want to set up member invoices.
Select Add Invoice, and begin customizing the header, body, and footer to design the perfect invoice.

Setup options include: 

• Assign Benefit Classes for this invoice.
• Choose Bentek Default or upload a customer header.
• Include or Exclude last 4 digits of SSN on invoices.
• Edit content to display before and after the body of the invoice.
• Select a footer, which includes options for a remittance slip or other customization.

Multiple invoices or cover letters can be created and assigned to different groups of retirees.

Administrators simply select the payment types that are currently accepted. Toggle payment types on or off, as needed. See image below for payment type options.

Pension Plans under RetireSweet are a supporting function of Subsidy Calculations. Administrators can use it to record basic pension plan data for retirees and produce reporting. Pension Plan setup is required if it determines subsidy eligibility.

Subsidy calculations should be set up if subsidies are offered to retirees.

Add a Subsidy Calculation. Name it, and apply to appropriate Coverage Type deduction. Continue working through the form, completing Eligibility Requirements, Benefit Class Selection, and Subsidy Type.

The Years of Service Calculator under RetireSweet is a supporting function of Subsidy Calculations. Administrators can use Bentek to record years of service for retirees and produce reporting. Years of Service Calculation setup is required if it determines subsidy eligibility.

Premium Invoicing and Payment functions must be set up by your Bentek Account Manager.