SmartFusion Modules > Payroll > Deductions > Retirement File/Reports

Recent Changes:
6.167 - Added an exceptions report for NC that will show any employees for whom the note field for employee retirement number is greater than 9 characters.  
6.150 - Added new link for Texas 
6.127 - Removed the Alabama Retirement Report that was before March 2018; The "TEST" Retirement Report is the current report  
6.115 - Added new link for South Carolina  
6.103 - Fixed an issue for the enrollment file for Alabama retirement was showing everyone as a "daily" employee  
- Corrected a bug to include the correct check date in the header of the contributions file for Alabama retirement

6.92 - Added new link for Florida  
6.86 - For Alabama clients, added 05 (Unpaid Workman's Comp) and 06 (Other Unpaid Leave) to the LOA status logic  

6.82 - Made modifications to improve performance.
(Hotfix) - Fixed bug where all overtime was being recorded as Non-Pensionable regardless of the threshold amount.
(Hotfix) - Additional speed performance enhancements.

Refer to bottom of page for changes prior to version 6.80

Introduction

Retirement deduction information can be generated in report form, or a file can be created so that the information can be transmitted via diskette or modem transfer.

Explanation

Only deductions on a payroll check within the 'period to report' are included on the report.

Deduction Parameter Configuration has a big impact on the Retirement Report.

• Only Deductions set to deduction type 'R - Retirement' are reported.
• Deductions with 'furlough deduction' checked are not included in the Retirement report.
• the 'Organization ID Code' on the Deductions Parameter must be populated for any retirement deduction for the Retirement Report to Run.
• Deductions Parameters also have a retirement type setting. Most States just use the default '1-State Retirement' deduction type. Only some states use the other retirement types. State specific details below.

Global Options

Select state - different states allow for different options

Retirement File/Report - Alabama

Retirement File/Report - Florida

Georgia

This report is left over from functionality needed for "Schools" and doesn't apply to "Local Gov"
refr http://rand-wiki.harriscomputer.com/Page/4887/CreateGEBCorpPayrollDeductionFile

Retirement File/Report - Illinois

Retirement File/Report - Louisiana

Retirement File/Report - Mississippi

Retirement File/Report - North Carolina

Retirement File/Report - South Carolina

Retirement File/Report - Florida

Retirement File/Report - Texas

Troubleshooting

If you receive the error stating "Retirement Deduction Organization ID Code must be set before process can continue." then check the following settings:

• Deduction Type of "R" for Retired
• Organization ID Code on the Deduction Code must be populated
• If TRS2 (only available in Georgia) is checked when running the report then the Retirement Type for the Deduction Code must be "T" for "GA TRS"
• If TRS2 is not checked and PSERS2 (only available in Georgia) is checked when running the report then the Retirement Type for the Deduction Code must be "P" for "GA PSERS" or "X" for "GA PXRS"
• Otherwise, the Retirement Type for the Deduction Code must be "1" for State Retirment, "3" for Police Retirment Class 1, or "4" for Police Retirment Class 2

Changes Prior to Version 6.80

6.76 - Added code to exclude pay lines where there is no posting amount, fringe benefit amount, or retirement wage. An example of an omitted pay line would be comp time or vacation.

6.75 - Changed enrollment file to use the LOA Status and the LOA Status Change Date entered in the employee master 

6.74 - For the Alabama test report, we changed the data pull to use the "to date" to pull the check's pay dates directly. Also added a pay group filter to the Alabama test page only.  

6.73 Hotfix - Added logic to pull wage from Fringe Benefit Amount if the pay code is not retirement and the W2 Pay Type is C, F, J, U, X, GG, or HH

6.73 - Update to pull Posting Amount for non-pensionable pay types rather than using the retirement wage.

6.72 - Added FTE hours field to enrollment file pull for the Employer format(only for Alabama Clients).

6.60 - AL output now includes estimations for contributions due to regular hours versus overtime hours.  

6.47 - AL customers can now print the Contribution Only RSA retirement file.

6.35 - Reverting back to the old RSA format for Alabama Clients. The new format will be pushed back to March 2018.

6.32 - Alabama retirement now uses one format for all contribution groups.
- Updated Alabama retirement report functionality (RSA) to latest standards which includes a UI redesign and new file format. 

6.23 - Added feature to print JRF file format to the Alabama retirement report. 
- Added option to select specific deductions to the Illinois retirement report.

6.22 - Added feature to print RSA-1 file format to the Alabama retirement report.