Payroll

Take three simple steps to set up payroll

Your payroll consultant will review all setup steps and options during the payroll call.

  • Set up your payroll calendar
    • Sets the frequency and timing of your ongoing payroll submissions
    • Helps ensure submissions aren't missed
    • Enables us to automatically generate and deliver annual testing to you
    • Includes set up of multiple payroll sites, if needed, as well as their funding options and user access
  • Select your submission method
    You payroll consultant will help you choose the method best suited to your plan. You may change your method at any time as your circumstances require.
  • Establish the funding process
    The Automated Clearing House (ACH) funding process streamlines the investment process and minimizes your ongoing involvement.

Submission methods

Enter contributions on the plan website

  • Best for fewer than 25 participants
  • Enter your core data once, then simply update your contribution information for each pay period and resubmit
  • Real-time checks ensure data is submitted accurately and completely every time
    How to Enter Contributions

File upload on the plan website

  • Best for more than 25 participants
  • Upload your file in seconds using the same Census Template file used to send us your employee census data
  • Upload combined census and payroll information at one time
  • Real-time checks ensure data is submitted accurately and completely every time
    How to Complete Your File Upload

Payroll vendor file upload

  • Best for more than 500 participants and if you use a payroll vendor to submit contributions
  • During your payroll call, we will review the various options, including file layouts for your payroll vendor

Look forward to a streamlined payroll experience

With setup complete, the ongoing payroll experience is simple, safe, and secure.

  • Submit your payroll data
    Use any of the available submission methods to send us payroll data securely and easily. Our system checks for errors and unusual data in real-time to ensure that your payroll contributions are processed accurately and on time
  • Receive funding notification
    You’ll receive a notification of funding amount through an Automated Funding Request (AFR)
  • Contributions are invested
    Once funding is received via ACH and confirmed, we’ll invest the payroll contributions into participant accounts. You can check the status of in-process contributions in real time—and at any time—using the Track Contributions feature on the plan website