Get Benefit Plan Rollover Setting
https://api.wealthcare.com/system/Services/Plan/BenefitPlanRolloverSetting/{tpaId}/{employerId}/Details
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tpaId string Required
A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.
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employerId string Required
Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.
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planId string Required
Min Length: 0 Max Length: 18 -
planYrStartDte string <date-time> Required
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planYrEndDte string <date-time> Required
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acctTypeCde string Required
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fundRolloverTypeCde enum<string> RequiredPossible values:
None
Primary
Secondary
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TpaId string
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EmprId string
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PlanId string
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PlanYrStartDte string
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PlanYrEndDte string
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AcctTypeCde string
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TargetPlanKey integer <int32>
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TargetAcctTypeCde string
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TargetPlanId string
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TargetPlanYrStartDte string
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TargetPlanYrEndDte string
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FundRolloverTypeCde enum<string>Possible values:
None
Primary
Secondary
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RolloverDte string
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PlanRolloverSettingOptions enum<string>Possible values:
None
AutolinkDependents
ManageBalanceMaxAtAccount
ManageRolloverAmountAtAccount
OverrideBalanceMax
CreateAccountOnRollover
ExcludeZeroBalanceSourceAccounts
IncludeTargetAcctBalForRolloverMin
IncludeTerminatedAccounts
CopyDeductibleFlag
CopySubgroups
CopyAccountSegment
GracePeriodCarryoverRolloverSetup
OverrideTargetAnnualMin
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RolloverEligibilityDateType enum<string>Possible values:
NotSet
FundRolloverDate
TargetPlanStartDate
SourcePlanEndDatePlusOne
SourcePlanAccountEligDate
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RolloverLastAutoDepositDateType enum<string>Possible values:
None
FundRolloverDate
TargetPlanStartDate
SourcePlanEndDatePlusOne
SourcePlanStartDate
SourcePlanAccountEligDate
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RolloverAmt number <double>
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RolloverRate number <double>
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RolloverBalanceMax number <double>
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IndividualRolloverAmt number <double>
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IndividualRolloverRate number <double>
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IndividualBalanceMax number <double>