Retirement Transmittal Reports

Accessing and Managing Retirement Transmittal Reports in Payroll Relief

This article provides a step-by-step guide on accessing and managing the Retirement Transmittal Report within Payroll Relief, a key tool for detailing each employee's retirement account information for every payroll period.

Steps/Procedures: Accessing and Using Retirement Transmittal in Payroll Relief

  1. Navigating to Payroll Reports in Payroll Relief:

    • Sign in to your Payroll Relief account.
    • Look for the Reports icon, usually situated on the right-hand side vertical menu.
    • Click on this icon to access the Reports menu.

  2. Accessing the Retirement Transmittal Report:

    • In the Reports menu, follow the path: Reports > PAYROLL > Retirement Transmittal.
    • Select Retirement Transmittal to open the report.

  3. Viewing and Managing the Report:

    • Once you have accessed the report, you can:
      • Click the print icon to preview the report on your screen.
      • Use the email icon to send the report directly to the current employer.
      • Select the Cloud Cabinet icon to archive the report.
      • Click the Excel icon to export the report in CSV format, or the Word icon for RTF format.

  4. Understanding the Report:

    • The Retirement Transmittal Report in Payroll Relief provides detailed information such as account details, compensation, employee contributions, names and numbers, Social Security Numbers (SSNs), hours worked, loan repayments, and employer matches for each employee.
    • This report can be tailored to meet the specific requirements of your retirement plan, ensuring the data is organized in the correct sequence for your plan manager.

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