Lumary PM - This article explains how to amend plan management fees in Lumary PM
- Navigate to the participant's 'Current' plan
- Click into the 'SAI-XXXXXX' link record for the Financial intermediary monthly processing.
- There is a section on the screen called 'PM Fees' this will display the data.
- In the top right hand corner the user should see an 'Amend PM Fee's' button
- Clicking onto the button will display a window and enable adjustments to be made.
- Click Save once complete.