Chapter 8: Transmittal Reporting

Overview

• Summary
• How Reporting Impacts Member Accounts
• Reporting Deadlines
• Reporting and Your Payroll Cycle

The Reporting Process

• Summary
• Before Adding a New Employee to the Transmittal
• Completing the First Transmittal for a New Employee
• Name and Address Changes
• PERS JBM Reporting
  • Justices or Judges with Prior PERS Membership
  • Justices or Judges with No Prior PERS Membership
• Plan Choice Reporting (Plan 2 and 3)
  • Summary
  • Contribution Rate Options for Plan 3
  • Employer Responsibilities
  • Existing Plan 3 Member Changing Employers
  • Initial Transfer Periods from Plan 2 to Plan 3
  • January Transfer Option
  • Methods of Reporting Plan Choice
  • New Member Plan Choice
  • Plan Choice Record
  • Valid Earn Periods for Plans 2 & 3
• Stop Reporting an Employee
• What to Include in Your Regular Transmittal

Making Corrections to the Transmittal Report

• Corrections on the Transmittal Regular Report
• Corrections on the Transmittal Correction Report

Transmittal Report Technical Requirements

• Summary
• File Format Options
• Reporting Media Options
• Multiple Record Layout (MRL)
  • MRL Summary
  • Summary Record
  • Member Profile Record
  • Employment Information Record
  • Defined Benefit Record
  • Defined Contribution Record
  • Plan Choice Record
• Reporting by Secure File Transfer (SFT)
• Transmittal Field Descriptions

Manual (Paper) Reporting

• List of Required Information
• Procedures for Manual (Paper) Reporting

Edit Specifications by Field

• Summary
• List of Edit Fields

Sequencing Information for Member Annual Statements

• What Is Sequencing?
• Specifications for Sequencing