SmartFusion Modules > Payroll > Deductions > Retirement File/Report for Alabama

Recent Changes: 
6.220 - Made a change to default the Select process to 'Create File' if Enrollment File is checked, since no report is created for Enrollments.

6.208 - Added 'Report Sequence' with options as Name/SSN visible for Non-enrollment file.

6.201 - Updated the contribution file layout to split RSA-1 contributions into Pre-Tax / Post-Tax.

6.189 - Modified the Alabama Retirement Report to pull the actual pay rates associated with the payroll the Retirement Report is being ran for.

6.177 
- Corrected issue where the employee contribution was not calculating correctly for employee(s) who had multiple checks for the same date with one check for Regular, Overtime and another for Pensionable lump sum Longevity.
- Also fixed an issue where there were multiple lines for the same payment reason code with different pay rates

6.170 - Corrected issue where the employee contribution was not calculating correctly for employee(s) who had multiple checks for the same date,and the check for for Lump Sum/Longevity was generated before the  one for regular pay.

Refer to bottom of page for changes prior to version 6.150

Selection Criteria

Select process - Create File, Print & Create File (default), Print Only
Enrollment File - if checked will create the enrollment file.
Report sequence - Name/SSN is visible if 'Enrollment file' is not checked and Select process id "Print Only' or 'Print & Create File' and will default to Name. If a user does have the setting to 'Access to edit social security number and tax id' then it will default to Name and will be disabled.
Select output option - Detail (displays the amounts for each individual employee) or Totals only
Include employees - Retired, Non-Retired, or Both (default)
Pay Group

Enter period to report - for Enrollment File - This option determines the date range to be selected for the payroll check
Enter pay date to report - for Non-Enrollment File; The "From" pay date is selected by the user; The "To" pay date is the payroll run pay date

IRS retirement limit
Enter ERS/TRS/JRF unit code - This is required to format the ERS/RSA-1 file correctly.
Enter Directory - This option determines where the file is saved to.

Note: Alabama RSA customers only: On the employee master screen, there is a check box to choose if the employee is contributing. The user can also select a contribution group for RSA.

Contact Information for Alabama Retirement

Mary Mulcahy
[email protected]
Employer Services Representative
Employees’ Retirement System
Phone: (877) 517-0020
Direct #: (334) 517-7005
Fax: (877)517-0021

References

Alabama Retirement Enrollment Only File Layout
Alabama Retirement Contributions File Layout

Deprecated

ERS file format, JRF file format, the RSA1 file format, or the Employer File Format from Feb 2019

AL clients also have the option to use the Alabama Contribution Only File Format - RSA for 2019

Changes Prior to Version 6.150

6.147 - Corrected issue where the employee contribution was not calculating correctly for an employee who had multiple checks for the same date - one for regular pay and the other for Lump Sum/Longevity. 

6.143/6.144
- Fixed a bug that caused a divide by zero when hours were not set or an employee had no deductions for special compensation pay types

6.142 - Updated data pull, report and export to handle special compensation pay types  

6.135 - Fixed an issue where the employee contribution was not calculating correctly for an employee who had multiple checks for the same date one for regular pay and the other for overtime. 

6.127 - Removed "TEST" from Retirement File/Report for Alabama  
- Removed grouping by W2 Pay Type  
- Added "Enter pay date to report" for non-enrollment files