New Group/Mass Add For employers new to the program to quickly add their employee census data (addresses, birth dates, hire dates, etc.) |
Payroll Data Interchange (PDI) For ongoing use of the full range of Plan Service Center online functions: mass updating of payroll data; processing contributions; tracking compliance and vesting information |
PDI, No Contributions for handling payroll updates, compliance and vesting records separately from ongoing contributions (typically used by large employers) |
Contributions Only
for submitting participant contribution amounts without address or compliance data |
Updates/Contributions Only for updating employee census information and processing contributions; does not include compliance or vesting information (usually used by employers who contract with an outside vendor for these functions) |
Contributions Only
for submitting participant contribution amounts without address or compliance data |
Takeover Vesting Service Years
updates our system for vesting years and percent vested |
Country Codes Abbreviations you'll need for employees who reside outside of the United States |
Participant Account Summary (file name: 99999901.pas) |
Participant Account Detail (file name: 99999901.pad) |
Accrual Report (file name: 99999901.acr) |
Participant Information (file name: 99999901.pf) |
Participant Loan Summary (file name: 99999901.pfl) |
Participant Loan Detail (file name: 99999901.pgl) |
Complete Annual Report (file name: 99999901.pdf) |
Plan Service Center Banking Change Form
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Plan Service Center User Change Form
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Compliance Testing An explanation and other options. |