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eReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@al aska.gov

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Page 1: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

eReporting For New Users

Division of Retirement and Benefits

Toll Free [email protected]

Page 2: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Retirement & Benefits Retirement & Benefits Representatives:Representatives:

• Erika BurkhousePayroll Processing Supervisor

•Mandy IrelandRetirement & Benefits Specialist

• Linda ZagarRetirement & Benefits Technician

• Tushyne EyreRetirement & Benefits Technician

Page 3: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Discussion TopicsDiscussion Topics• New Payroll Contact / LogonID Form

•My Alaska / Employer Services

• eReporting / Banking Tab

• Retirement & Benefits Forms

Page 4: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer ServicesEmployer Services

Page 5: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer FormsEmployer Forms

Page 6: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer FormsEmployer Forms

Page 7: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

LogonID Request Form for UsersLogonID Request Form for Users• The LogonID form

must be signed by the new payroll contact and the Employer Representative.

Page 8: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

LogonID Request Form for UsersLogonID Request Form for Users• DO NOT Share your password and username

with anyone.

• Criminal Activity: by signing the LogonID form you acknowledge that misuse of computing resources is a criminal activity punishable under Alaska Statute AS 11.46.484

Page 9: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

User RightsUser Rights

Are you adding, deleting or changing a payroll contact?

•Member Accounts:

• Basic Indicative and Employment Information

• Defined Contribution Account Balances

What User Rights Are Needed?

Page 10: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

User RightsUser Rights

•Web Reports:

•Member Detail Report

• Service Detail Report

• Employer eReporting Tool:

• Payroll and Employee’s Information

• Full access rights to include set up for bank account access

What User Rights Are Needed?

Page 11: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Logon ID RequestLogon ID Request

Page 12: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Logon ID RequestLogon ID Request

Once your payroll contact has entered you into eReporting, an email will be generated to you with your temporary password, similar to the email below.

Page 13: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Questions or comments for LogonID?

Page 14: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Access Employer Access

Page 15: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Account Access LogonEmployer Account Access Logon

Page 16: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Account Access LogonEmployer Account Access Logon

Page 17: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Account Access LogonEmployer Account Access LogonEmployer Services

Page 18: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer ServicesEmployer Services

Click on this link to view your report

Page 19: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer ServicesEmployer Services• Full name

• Hire date

• Date of birth

• Address

• Fund

• Employment status

• Tier status

• Last event entered and date

Page 20: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Questions or comments for Employer Services?

Page 21: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Once your payroll contact has entered you into eReporting an email will be generated to you with your temporary password, similar to the email below.

Page 22: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Click On Link

Page 23: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

https://concord.retben.state.ak.us/ers/forms/

PayrollControl.html

Page 24: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Page 25: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

• You will need to log into eReporting with your temporary password, then you will prompted to enter in a new password.

• Once you have successfully changed your password, you will need to log out of eReporting and log back in, using your new password.

NOTE:

Page 26: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Once you have changed your password, eReporting will send you an email confirming the password has been changed.

Page 27: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

• Enter in your pay period ending date (example: 11/18/2011)

• Enter in the issue date (example: 11/18/2011)

• Select payroll cycle: Semi-monthly

Control Tab

Page 28: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

This is what you will see after you have created a New Payroll, your next step will be to either clone a previous payroll, import your payroll, or click on the payroll tab to enter in your payroll manually.

Page 29: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Page 30: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Page 31: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Page 32: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Welcome to eReportingWelcome to eReporting

Page 33: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Payment OptionsPayment Options• Check: mailing a check directly to the

Division of Retirement and Benefits

• Other ACH

• eReporting electronic payment

• No Payment: this can only be used if pre-approved by the Division of Retirement and Benefits

Page 34: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Payment OptionsPayment Options• Dedicated email

address for scanned summary reports: [email protected]

• Dedicated fax number is: (907) 465-3364

Page 35: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Summary ReportEmployer Summary Report

Page 36: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employer Summary ReportEmployer Summary Report

Page 37: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Transmittal of ContributionsTransmittal of Contributions• All payrolls and money are due to be

transmitted to the plan no later than 15 days after the payroll issue date.• An email reminder will be sent to the payroll

contact. • 30 days late – A certified letter will be mailed

to the payroll contact with a courtesy copy to the Administrator.• 60 days late – A certified letter will be mailed

to the Administrator.

Page 38: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Questions or comments?

Page 39: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

DB and DCR Employee FormsDB and DCR Employee Forms• PERS/TRS Defined Benefit Refund Election

• (PERS Tiers I, II, III / TRS Tiers I, II)

• PERS Defined Contribution Retirement Plan Distribution/Direct Rollover Request

• (PERS Tier IV)

• TRS Defined Contribution Retirement Plan Distribution/Direct Rollover Request

• (TRS Tier III)

Page 40: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employee FormsEmployee Forms

Page 41: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employee FormsEmployee Forms• PERS/TRS DB

Refund Election form

• PERS Tier I, II and III

• TRS Tier I and II

Page 42: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employee FormsEmployee Forms• PERS – DCR Tier IV

Distribution/ Direct Rollover Request401(a) Plan form

Page 43: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Employee FormsEmployee Forms• TRS – DCR Tier III

Distribution/ Direct Rollover Request401(a) Plan form

Page 44: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Payroll Processing StaffPayroll Processing Staff• Mandy Ireland, Retirement & Benefits Specialist

(907) 465-5716 | [email protected]

• Ellie Schroeder, Retirement & Benefits Technician (907) 465-3862 | [email protected]

• Employer numbers 102 through 160 and 173 (excluding 110, 111, 113, 117, and 145)

• Linda Zagar, Retirement & Benefits Technician(907) 465-3765 | [email protected]

• Employer numbers 101, 501, 601, 901 (excluding 701, 706, 722, 733, 736, 746)

Page 45: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Payroll Processing StaffPayroll Processing Staff• Courtney Oliva, Retirement & Benefits Technician

(907) 465-5709 | [email protected]

• Employer numbers 110, 111, 113, 117, 145, 180, 190, 502-522, 701, 706, 722, 733, 736, 746

• Lyn Fiehler, Retirement & Benefits Technician (907) 465-5713 | [email protected]

• Employer numbers 222, 228 through 298

• Tushyne Eyre, Retirement & Benefits Technician (907) 465-5714 | [email protected]

• PERS employer numbers 161 through 227, (excluding – 173, 214, and 222)

Page 46: EReporting For New Users Division of Retirement and Benefits Toll Free 1-800-821-2251 doa.drb.accountingsection@alaska.gov

Wrap UpWrap Up• Questions?

• Comments?

• Suggestions?