Benefits Release Notes December 2025

Timeline

When will this be released?

December 11, 2025 5-6 PM PST

Is there downtime for this release?

No

OE Reports: Exporting Documents

With this release, Benefit Administrators will be able to export all attached documents from 1 or multiple Open Enrollment Events.

From the Benefit Events page, when Administrators select Export Open Enrollment Documents from the OE Reports action, on the Export Open Enrollment Documents modal, you will see the new option of Export Attached Documents.

When Export Attached Documents is toggled on, documentation that was attached in the specified event(s) will be exported into a single ZIP file. This includes the following types of uploaded documentation:

Open Enrollment Documents:

• When View Printable Summary is selected, the Open Enrollments zip file will be exported containing waive coverage attached documents.
• When Assessment Answers is selected, an Assessment zip file will be exported containing any documents attached to assessments.

Each zip file will contain individual files for each employee (titled by the employee #) that has uploaded documents present in the specified event.

Please Note: 

• Only Employees in the Submitted, Process, or Closed Status can be selected to export Open Enrollment Documents.
• Reports and Zip files will download automatically if it only takes around 5-10 seconds. If longer, you will be able to access the report and Zip file via Report History.

Value

Ability to extract all or specific documents uploaded in an Open Enrollment Event.

Audience

Benefit Administrators

Benefit Plans: Duplicate Plan does not Duplicate Vendor Field

With this enhancement, the Duplicate Plan action in Benefit Plans has been updated to no longer carry over the value entered in the Vendor field (Benefit Plans > Plan Setup tab > Details) on the new plan created. 

Value

Fix issues found in file feeds when a duplicated plan contains the same vendor value as the plan that was used to duplicate.

Audience

Benefit Administrators

Secure 2.0 with Benefits

With this enhancement, Benefits now support the Mandatory Roth FICA Wage Base Limit for the plans which are impacted by Section 603 of the Secure 2.0 Act.

If an employee is eligible for catch-up and the previous years wages meet or exceed the Mandatory Roth FICA Wage Base Limit for the plans which are impacted by Section 603 of the Secure 2.0 Act, they will not be able to enroll in a regular Catch-up plan (401k, 403b, or 457).

Open Enrollment:

• This includes Mass Open Enrollment, Open Enrollment created via a Life & Work Event, or an Always Open Event.
• Using the Coverage Effective Date of the Event to determine the year of enrollment & using the current system year to determine the year of wages to reference, if the employees current wages are equal or greater than the wage limit: 
  • The Catch-up toggle will be disabled in the (if it is already selected due to previous enrollment, the toggle will be disabled and the employee will not be able to unselect).
  • An alert message will be shown notifying the employee, “Based on your current YTD FICA wages exceeding the wage base limit, you are ineligible to elect catchup on this plan. You can elect to use a Roth plan for catchup.”

Current Enrollment Tab (Administrators):

• Based on the current date, if the employee's current wages are equal to or greater than the wage limit, in the Coverage Details modal:
  • The Catch-up toggle will be disabled in the (if it is already selected due to previous enrollment, the toggle will be disabled, and the administrator will not be able to unselect).
  • An alert message will be shown notifying the administrator, “Based on this employees current YTD FICA wages exceeding the wage base limit, they are ineligible to elect catchup on this plan. Employee can elect to use a Roth plan for catchup.”

Value

Compliance with Secure 2.0 for Benefit Enrollment

Audience

Benefit Administrators

Bugs Resolved 

Functional

508(C) Compliance