Online Enrollment and Deferral Rate Changes

Key Takeaway

The following are directions for sponsors processing online enrollment and online deferral rate changes.

Enroll Eligible Participants

Prior to each enrollment date, submit a census file of employees who will be eligible on the next enrollment date. Submit the file on our secure website.

1
Log into Employer Plan Access. If you need help logging in, visit the Employer Plan Access page.
2
Go to Manage My Files, and click Submit Files.
3
File type: select Online Enrollment from the drop-down menu.
4
Short description of what you are submitting: (e.g., “newly eligible employees”).
5
Your information covers the period between: Enter the file dates.
6
Location of the information you are submitting: Use the Browse button to attach file.
7
Click Upload to submit the file.

Future Deferral Rate Changes

Participants will initiate deferral rate changes through their retirement account online after they are enrolled.

Retrieve Weekly Payroll Report and Deferral Rate Changes

Each Monday Payroll Reports will be available online. It lists participants who have enrolled or made a deferral rate change online during the previous week.

1
Log into Employer Plan Access.
2
Go to Manage My Files, and click Retrieve Files.
3
File type: select Payroll Reports from the drop-down menu.
4
Name includes: leave blank.
5
Click the Search button and click on a file name to launch the report.

It is the employer’s responsibility to retrieve payroll reports for use in updating the payroll record and to ensure that participant-initiated deferral rate changes are fully executed, in accordance with plan provisions.

At any time, the employer has the ability to generate a payroll report for a specific date range. To request the report:

1
Log into Employer Plan Access.
2
Go to Manage My Files, and click Request Reports.
3
File Type: Select the report titled Participant Rate Entry Change Report.
4
Date Low and Date High: Enter a date range.
5
Click Request Report.
6
To retrieve the report, go to Manage My Files, and click Retrieve Files.
7
File Type: Select Requested Reports.
8
Name Includes: Leave blank.
9
Click on the Search button and click on a file name to launch the report.