The Pension and RRSP Plans Tab

The Pension and RRSP Plans tab in Payroll Setup > Deferred Compensation and Pension Plans is divided into two main sections. On the left, there is a collapsible sidebar displaying a list of existing deferred compensation plans, as well as a Filter icon and a Collapse icon. On the right, there is the section displaying the selected pension or RRSP plan.

The toolstrip contains the following buttons:

Save: Saves all changes to edited entries in the list.
Refresh: Refreshes the list.
Problems: Expands or collapses the Problems panel.
Add: Opens a blank record to be configured.
Copy: Copies the selected entry in the list as a new entry.
Delete: Deletes the selected entry in the list.
Localize: Opens a dialog box with the cultures your instance is configured to use.

You can click Filter to expand the filter section, which has two buttons: Add a Filter (that loads a dialog box with the choice Tax Method) and Reset to Default.

In the section to the right, the details about the selected plan, containing the two sections General and Plan Limit, is displayed:

Available fields and controls in the Pension and RRSP Plans tab
Section or Control	Description
General
Name	Required. Indicates the name of the pension plan.
Tax Method	Required. The selection you make from this drop-down list– which are the tax types set up in Payroll Setup > Earnings and Deductions– determines the available selections in other controls in the Plan Limit section. The tax method options are: RPP: Determines the options available in the Limit Options drop-down list in the Plan Limit section. RRSP: Determines the options available in the Limit Options drop-down list in the Plan Limit section.
Reference Code	XREF code used for export and import. See Cross-Reference Codes.
Description	Indicates the description of the plan.
Plan Limit
Limit Option	Required. Drop-down list containing the following options: If you select RPP (registered pension plan), the available options depend on how you have the earning or deduction definitions set up. For example, these could be: Defined Benefit Plan (DBP) - 1/9th of DCP limit Defined Contribution Plan (DCP) Money Purchase Plan (MPP) If you select RRSP (registered retirement savings plan), there is only one option: Registered Retirement Savings Plan (RRSP).
System Limits	Table displays two columns, Year and Limit Amount, and the limits displayed are determined by the tax type selected in the Tax Method drop-down list in the General section.
Lookup Type (Deduction)	Required. Drop-down list containing the following options: Deduction: Select this to load the Deduction drop-down list with its respective contents. Deduction Grouping: Select this to load the Deduction Grouping drop-down list with its respective contents.
Deduction or Deduction Grouping	This drop-down list matches the selection in the Lookup Type drop-down list: The Deduction drop-down list displays individual deduction codes. The Deduction Grouping drop-down list displays any deduction groupings you have configured.
Lookup Type (Earning)	Required. Drop-down list containing the following options: Earning: Select this to load the Earning drop-down list with its respective contents. Deduction Grouping: Select this to load the Deduction Grouping drop-down list with its respective contents.
Earning or Earning Grouping	This drop-down list matches the selection in the Lookup Type drop-down list: The Earning drop-down list displays individual earning codes. The Earning Grouping drop-down list displays any earning groupings you have configured.