Get Benefit Plan Rollover Setting

https://development.api.wealthcare.com/system/Services/Plan/BenefitPlanRolloverSetting/{tpaId}/{employerId}/Details

Retrieves the rollover settings for a specific benefit plan, identified by TPA ID and Employer ID. This operation is typically used to obtain the current configuration for managing fund rollovers, including eligibility criteria and associated settings.

Request

Path parameters

tpaId string Required

A unique identifier used to identify your admin instance. This value was system generated with the admin instance was created.
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.

Request body

planId string

Min Length: 0

Max Length: 18
planYrStartDte string <date-time>
planYrEndDte string <date-time>
acctTypeCde string
fundRolloverTypeCde enum<string>

Possible values: None Primary Secondary

Response

Response body

TpaId string
EmprId string
PlanId string
PlanYrStartDte string
PlanYrEndDte string
AcctTypeCde string
TargetPlanKey integer <int32>
TargetAcctTypeCde string
TargetPlanId string
TargetPlanYrStartDte string
TargetPlanYrEndDte string
FundRolloverTypeCde enum<string>

Possible values: None Primary Secondary
RolloverDte string
PlanRolloverSettingOptions enum<string>

Possible values: None AutolinkDependents ManageBalanceMaxAtAccount ManageRolloverAmountAtAccount OverrideBalanceMax CreateAccountOnRollover ExcludeZeroBalanceSourceAccounts IncludeTargetAcctBalForRolloverMin IncludeTerminatedAccounts CopyDeductibleFlag CopySubgroups CopyAccountSegment GracePeriodCarryoverRolloverSetup OverrideTargetAnnualMin
RolloverEligibilityDateType enum<string>

Possible values: NotSet FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanAccountEligDate
RolloverLastAutoDepositDateType enum<string>

Possible values: None FundRolloverDate TargetPlanStartDate SourcePlanEndDatePlusOne SourcePlanStartDate SourcePlanAccountEligDate
RolloverAmt number <double>
RolloverRate number <double>
RolloverBalanceMax number <double>
IndividualRolloverAmt number <double>
IndividualRolloverRate number <double>
IndividualBalanceMax number <double>

Min Length:	0
Max Length:	18

Min Length:	0
Max Length:	18

Min Length:	0
Max Length:	18

Min Length:	0
Max Length:	18

Administrative APIs | REST