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EMPLOYERS

​​When one of your employees elects to begin making after-tax voluntary contributions to their Individual Account Program (IAP) account as part of Member Redirect, you, as their employer, need to begin deducting the proper amount from your employee's net pay.

The instructions outlined on this webpage explain how to start the IAP voluntary contribution process in EDX and identify the deduction amount and effective date.

List of instructions

Click on any section title to jump directly to those instructions.

 

How to complete the IAP Voluntary Contribution work item

The purpose of the IAP Voluntary Contribution work item is to notify you that a member has elected to participate in IAP voluntary contributions. Confirm the voluntary contribution by following the steps below.


Step One — Receive Work Item(s).

When an employee elects to participate in IAP voluntary contributions (read instructions for employees), you will receive the following new work item:

  • IAP Voluntary Contribution

Similar to the process for existing work items, you will receive a system-generated email notifying you of any new work items received the previous business day. If you are already in your Work List in EDX, you may notice the new work items directly.

Each new item will include the PERS ID and name of each employee who has elected to begin IAP voluntary contributions.

VC Work Item Request Email Notification - Start.png 

 

Step Two — Log into EDX and go to your Work List.

Log into EDX.

  • Reminder: For best results with EDX, use Internet Explorer 5.5 or higher in compatibility mode, as other browsers may experience functionality issues. If you have problems, ensure your firewall/router port 443 is enabled for HTTPS communication.​

Select Work List from the Site Navigation sidebar on the left.

EDX Home-Work List.png 

 

Step Three — Select the new IAP Voluntary Contribution work item.

On the Work List screen, click on the SSN of the employee with a new "IAP Voluntary Contribution" work item.

Note that your work list also updates the Status column with any "Pending" requests that you may be working on. 

Work List Start FINAL.png 

 

Step Four — Prepare to set up IAP voluntary contribution deductions for your employee.

The IAP Voluntary Contribution Request screen for each employee provides important information for you to start work in your payroll system to set up deductions for your employees.

If you choose the "Save work in progress" radio button and click Save, this puts the work item in "Pending" status. You may want to choose this option to keep the work item on your work list as a pending task.

IAP Voluntary Contribution Request.png 

 

Step Five — Set up payroll deductions for your employee.

Using your payroll system and the information provided through EDX, set up the employee's after-tax deduction.

After you have established payroll deductions, PERS recommends you select the "IAP Voluntary Contribution deductions established" radio button on the IAP Voluntary Contribution Request screen and click Save to complete the work item. Note that once you click Save, the item will no longer be on your Work List, but there are other areas in EDX to find employee-specific IAP voluntary contribution information.

Important information

Make note of the Effective Date. This is the pay date on which you will be invoiced and should start the member paid after-tax deductions for your employee. (You can find this information later through the View Employee Info tool and by doing a Status Check).

    • Employees elect to make IAP voluntary contributions on a go-forward basis. The system will automatically determine the effective date, based on the employee's request date.
      • If the employee makes their election on the 1st of the month, the effective date is the first day of the following month (e.g., an election made in OMS on November 1 would have a voluntary contribution effective date of December 1).
      • If the employee makes their election on the 2nd or later day of any month, their voluntary contribution effective date will be the first day of the month following one full calendar month (e.g., an election made in OMS on November 5 would have a voluntary contribution effective date of January 1, 2021).

  1. The system automatically enters the "IAP Redirect %" based on the employee's PERS plan (2.5% for Tier One/Tier Two, 0.75% for OPSRP). This is the only deduction amount employees can request through SB 1049 voluntary contributions. Therefore, set up the deduction using this percentage of your employee's subject salary, on an after-tax basis.

  2. Any time the employee makes less than the monthly salary requirement​​ (from all their PERS employers), you will not be invoiced for that employee and you should not deduct money from their qualifying paycheck.

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How to confirm an employee's voluntary contribution amount

Even though PERS recommends you begin the deduction process as soon as you are notified, based on the employee's pay date, PERS has created new tools to help you review and confirm the correct IAP voluntary contribution amount.

For eligible members who elect after-tax IAP voluntary contributions, PERS will invoice you, the employer, for your employee's voluntary contribution in the regular PERS statement cycle (the 5th and 20th of each month). You will not be invoiced if a member is not eligible.

To find how much you have been invoiced for IAP voluntary contributions, view your statement in EDX, as explained below.


Step One — Open your remittance statement.

In EDX, select View Your Statement from the Site Navigation sidebar on the left.

EDX Home-View Your Statement.png 

 

Step Two — Locate the IAP Voluntary Contribution invoice amounts.

On your latest remittance statement, scroll down to the IAP section and locate the list of invoices. Find the "IAP Voluntary Contributions" invoices.

Remittance Statement.png 

 

Lower on your Remittance Statement page under Invoice Details, click the invoice number for each IAP Voluntary Contributions invoice. This opens the Wage and Contribution Invoice Summary.

Invoice Details.png 

 

Step Three — On the Wage and Contribution Invoice Summary screen, select the "OPSRP IAP" plan link.

This opens the detailed invoice.

Wage and Contribution Invoice Summary.png 

 

Step Four — Identify the positive adjustment for each employee.

This confirms the IAP voluntary contribution amount that you should have deducted from the net pay of the employee listed. It is your responsibility to accurately deduct after-tax contributions from your employee's qualifying paycheck in a timely manner.

PERS suggests you use your invoice to cross-reference the after-tax voluntary contribution amount.

Note that EDX displays Salary and Pay Date on what looks to be the same column.

Wage and Contribution Invoice Detail.png 

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Employer reports and other resources

In setting up employee voluntary contribution deductions, you may need to view various reports to find IAP voluntary contribution information based on reported data for reconciliation and other reporting.

​Click on a section title to jump directly to those instructions.

 

How to access posted IAP voluntary contributions reports

A report is generated each time a nightly batch processes IAP voluntary contributions. This report includes employee information, pay date, and IAP voluntary contributions that were invoiced that night.

 

Step One

Select Work on Reports from the Site Navigation sidebar on the left.

EDX Home-Work on Reports.png 

 

Step Two

On the Work on Wage and Contribution Reports screen, select Work with Posted IAP Voluntary Contributions Reports.

Locate the report you need and click View Details.

Work on Wage and Contribution Reports.png 

 

Step Three

Click Detail 2 Records to access the record details.

Wage Record Details.png 

 

Step Four

The Detail 2 Records screen includes employee information, Pay Date, and IAP voluntary contributions (listed in the MPAT column).

Detail 2 Records.png 

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How to view employee information

You also can review and confirm IAP voluntary contribution effective date information for your employees using the updated View Employee Information tool in EDX.

 

Step One

Select View Employee Info from the Site Navigation sidebar on the left.

EDX Home-View Employee Info.png 

 

Step Two

Enter the SSN or PERS ID of your employee.

View Employee Information.png 

 

Step Three

Note the "IAP Voluntary Contribution Effective Date" (and stop date, if later requested) listed for that employee.

Employee Employment History Details.png 

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How to do a status check

If you are hiring someone new and would like to see if they have elected IAP voluntary contributions, you can view that information through the Status Check tool.

Work list items are only generated for active employers at the time the member elects to make IAP voluntary contributions.


Step One

Select Status Check from the Site Navigation sidebar on the left.

EDX Home-Status Check.png 

 

Step Two

Enter the SSN of your employee and click Search.

Status Check Member Search.png 

 

Step Three

The Status Check results show the employee's voluntary contribution start date in the "IAP Voluntary Contribution Effective Date" column.

Status Check with VC Effective Date.png 

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How to access year-to-date information

PERS has updated EDX to include IAP voluntary contribution information in year-to-date reports.

 

Step One

Select View Year-to-Date Wage and Contribution Summary from the Site Navigation sidebar on the left.

EDX Home-View Year-to-Date.png 

 

Step Two

Enter the year and click Submit.

Filter Report by Year.png 

 

Step Three

On the Year-to-Date Wage and Contribution Summary screen, note the number in the "Total Member Contributions" far-right column.

This amount is the total of all contributions, including all member-paid IAP contributions (member paid pre-tax [MPPT] or member paid after-tax [MPAT]) and any employer contributions (employer paid pre-tax [EPPT]) paid on a member's behalf. A new column for IAP voluntary contributions will be added to EDX functionality in late November.

Click the employee's SSN to proceed.

YTD Wage and Contribution Summary.png 

 

Step Four

On the Year-to-Date Wage and Contribution Person Detail screen, locate the "Positive Adjustment" amount in the MPAT column.

The Positive Adjustment shows that employee's IAP voluntary contribution amount per pay date. This is the amount for which you were invoiced and that you should have deducted from your employee's pay.

YTD Wage and Contribution Person Detail.png 

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How to stop an employee's voluntary contribution

Your employees can choose to stop making voluntary contributions at any time. These instructions explain how to know when an employee wants to stop their voluntary contributions and when to stop deducting the amount from your employee's net pay. The process is very similar to the process to start voluntary contributions.

 

Step One — Receive Work Item(s).

When an employee requests to stop IAP voluntary contributions, you will receive the following new work item:

  • Stop-IAP Voluntary Contribution

You will receive a system-generated email notifying you of any new work items received the previous business day.

Each new item includes the PERS ID and name of each employee who has elected to stop IAP voluntary contributions.

VC Work Item Request Email Notification - Stop.png 

 

Step Two — Log into EDX and go to your Work List.

Select Work List from the Site Navigation sidebar on the left.

EDX Home-Work List.png 

 

Step Three — Select the new Stop-IAP Voluntary Contribution work item.

On the Work List screen, click on the SSN of the employee with a new "Stop-IAP Voluntary Contribution" work item.

Note that your work list also updates the Status column with any "Pending" requests that you may be working on.

Work List Stop FINAL.png 

 

Step Four Stop any IAP voluntary contribution deductions you previously set up.

  1. On the Stop-IAP Voluntary Contribution Request screen, note the "IAP Voluntary Contribution Stop Date." The system automatically determines the stop date based on the employee's request.
    • If the employee makes their request on the 1st of the month, the stop date is the first day of the following month (e.g., a request made in OMS on February 1 would have a stop date of March 1).
    • If the employee makes their election on the 2nd or later day of any month, their stop date will be the first day of the month following one full calendar month (e.g., a request made in OMS on February 5 would have a stop date of April 1).

  2. Before exiting EDX to stop the deduction(s) in your payroll system, choose the "Save work in progress" radio button and click Save to put the work item in "Pending" status and keep it on your work list.

  3. Go into your payroll system and stop the employee's voluntary contribution deduction, effective on the date you previously noted. Just like with starting voluntary contributions, it is your responsibility to stop payroll withholdings in a timely manner. In the event of delays, it is your responsibility to refund any overwithholdings to your employee.

  4. After you go into your payroll system and stop the payroll deductions, come back to EDX. Select the "IAP Voluntary Contribution deductions discontinued" radio button and click Save to complete the work item.

      The item will no longer be in your work list.

Stop Request.png 

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Learn more and get help

If you have any questions or need help with this process, contact your Employer Service Center representative.

For information on Member Redirect for Tier One and Tier Two members, visit the Tier One/Tier Two member webpage.

For information on Member Redirect for OPSRP members, visit the OPSRP member webpage.

Return to the Senate Bill 1049 information for employers webpage.

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