Retirement Matching: Tiered Match Formulas & Participation
This lesson is part of the course
In this lesson
You turn a two-tier match formula (100 % up to 3 %, 50 % of the next 2 %) into one spreadsheet formula with MIN and MAX, cost it per employee, find the maximum possible cost and price an auto-enrolment scenario.
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Lessons in this course
- The Enrolment Snapshot: Plans, Coverage Tiers & Waivers Locked
- Premium Tables: Monthly Rates by Plan & Tier Locked
- Who Pays What: Employer Contribution Strategies Locked
- Renewal Scenarios: Rate Increases & Plan Migration Locked
- Flexible Allowances: Credits, Take-Up & the Expected Spend Locked
- Retirement Matching: Tiered Match Formulas & Participation Locked
- Total Benefits Cost: Per Head, % of Payroll & New-Hire Proration Locked
- Capstone: The Benefits Budget Dashboard Locked