MARISMARISMassachusetts Retirement Information SystemMassachusetts Retirement Information System

Agenda

Project Status

Employer Payroll Submission Process

Employer Contribution File Details

Employer Self Service Functionality

Next Steps

MARIS Project Impact to Employers

September 2010

Project StatusProject Status

2

Pilot 1 Design, Construction, and Testing: DONE- MSRB functionality to support person and organization data

Pilot 2 Design: In Progress and On Track- Employer Contribution Reporting File & Payroll Submission Process

Pilot 1 Design, Construction, and Testing: DONE- MSRB functionality to support person and organization data

Pilot 2 Design: In Progress and On Track- Employer Contribution Reporting File & Payroll Submission Process

Employer Payroll Employer Payroll Submission Process Submission Process

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Impacts:- Key Impact: Improved service to the membership- Benefit to Employers - Improved integration with MSRB

Impacts:- Key Impact: Improved service to the membership- Benefit to Employers - Improved integration with MSRB

Definition: - The submission of contributions and employment data on behalf of a member Definition: - The submission of contributions and employment data on behalf of a member

Tools:- Employer Self-Service (ESS) Website.Tools:- Employer Self-Service (ESS) Website.

Purpose:- To earn service in the retirement plan - To support retirement business processes (benefit estimates, refund requests).

Purpose:- To earn service in the retirement plan - To support retirement business processes (benefit estimates, refund requests).

Employer Payroll and FundEmployer Payroll and FundSubmission Process ChangesSubmission Process Changes

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Data Submission:- Data may be submitted to MSRB through:

• Data File Upload (FTP or ESS)• Data Entry (ESS)

-Data should be submitted for every pay period throughout the member’s employment.• This includes Unpaid Leave

Data Submission:- Data may be submitted to MSRB through:

• Data File Upload (FTP or ESS)• Data Entry (ESS)

-Data should be submitted for every pay period throughout the member’s employment.• This includes Unpaid Leave

Reporting Frequency: - Employers will report contributions to MSRB based on their payroll reporting frequency.

• Data submission and Funds submission.

Reporting Frequency: - Employers will report contributions to MSRB based on their payroll reporting frequency.

• Data submission and Funds submission.

Funds Submission:- ACH Fund Submission (Preferred Method)- Check

Funds Submission:- ACH Fund Submission (Preferred Method)- Check

Employer Payroll Employer Payroll Data ChangesData Changes

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Categories of Data Elements: - Employee Demographic Information- Employment Position Information

• Position Hours• Job Classification• Union, or Collective Bargaining Unit, Information• Contract Begin and End Dates

- Earnings Information• Annual Earnings• Earnings for the Pay Period

- Contribution and Service Information• Type of Contribution and Amount• Hours Worked for the Pay Period

- Unpaid Leave Information

Categories of Data Elements: - Employee Demographic Information- Employment Position Information

• Position Hours• Job Classification• Union, or Collective Bargaining Unit, Information• Contract Begin and End Dates

- Earnings Information• Annual Earnings• Earnings for the Pay Period

- Contribution and Service Information• Type of Contribution and Amount• Hours Worked for the Pay Period

- Unpaid Leave Information

Requested Data Elements: - MSRB is requesting more information from the employer- Each data element requested has a purpose for MSRB.

Requested Data Elements: - MSRB is requesting more information from the employer- Each data element requested has a purpose for MSRB.

Employer Payroll Employer Payroll Code ValuesCode Values

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Types of Code Values: - Retirement Plan and Contribution Rate Codes- Contribution Type Codes

• Regular, Differential, Sabbatical, Worker’s Compensation,Housing Allowances, Educational Incentives, 415 Limit Excess,Longevity, Fitness Compliance, Violence Pay, Other Allowances,Other Contributions

- Unpaid Leave Type Codes• Family, Personal, Military, Educational, Maternity, Employer Suspension

Types of Code Values: - Retirement Plan and Contribution Rate Codes- Contribution Type Codes

• Regular, Differential, Sabbatical, Worker’s Compensation,Housing Allowances, Educational Incentives, 415 Limit Excess,Longevity, Fitness Compliance, Violence Pay, Other Allowances,Other Contributions

- Unpaid Leave Type Codes• Family, Personal, Military, Educational, Maternity, Employer Suspension

Code Values: - Code values are used to drive retirement specific business rules received through the employer payroll process.

Code Values: - Code values are used to drive retirement specific business rules received through the employer payroll process.

Employer Payroll Employer Payroll File Format ChangesFile Format Changes

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File Structure:- Multiple Record Types

• Record Type 1: Employee Demograhic Information• Record Type 2: Contribution Data• Record Type 3: Leave Information

File Structure:- Multiple Record Types

• Record Type 1: Employee Demograhic Information• Record Type 2: Contribution Data• Record Type 3: Leave Information

Employee Information Record (Record Type 1)Contribution Transaction (Record Type 2)Contribution Transaction (Record Type 2)

Employee Information Record (Record Type 1)Contribution Transaction (Record Type 2)

Employee Information Record (Record Type 1)Leave Transaction (Record Type 3)…

Report Summary Record (Record Type 4)

Employer Self Service (ESS)Employer Self Service (ESS)

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Functionality includes:

- Employer Payroll Submission- Communication with MSRB

Functionality includes:

- Employer Payroll Submission- Communication with MSRB

What is Employer Self Service (ESS)?- Secure website - Provides employers access to specific business process functionality.

What is Employer Self Service (ESS)?- Secure website - Provides employers access to specific business process functionality.

Employer Self Service (ESS): Employer Self Service (ESS): Employer Payroll SubmissionEmployer Payroll Submission

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Purpose:- Enables Employer Payroll Data Submission- Provides historical repository of previously submitted Employer Payrolls

Purpose:- Enables Employer Payroll Data Submission- Provides historical repository of previously submitted Employer Payrolls

Payroll Data Submission Details:- File Submission

• File Upload Functionality• ‘Real-Time’ Business Validations

- Data Entry• “Copy Forward” Functionality• Automated Calculation of contributions basedon Member Contribution Rate and Earnings

Payroll Data Submission Details:- File Submission

• File Upload Functionality• ‘Real-Time’ Business Validations

- Data Entry• “Copy Forward” Functionality• Automated Calculation of contributions basedon Member Contribution Rate and Earnings

Enables submission of:- Member demographics- Earnings, Contribution, and Service Information

Enables submission of:- Member demographics- Earnings, Contribution, and Service Information

ESS: Employer Payroll ESS: Employer Payroll Submission – File SubmissionSubmission – File Submission

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ESS: Employer Payroll ESS: Employer Payroll Submission – Data EntrySubmission – Data Entry

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Employer Self Service (ESS): Employer Self Service (ESS): Communication FunctionalityCommunication Functionality

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Automated Messaging based on EmployerPayroll processing, or other business processes.Automated Messaging based on EmployerPayroll processing, or other business processes.

Ad hoc messages from MSRB to a specific employer contact.Ad hoc messages from MSRB to a specific employer contact.

Mass Messages to all employers.Mass Messages to all employers.

ESS: Communication with MSRBESS: Communication with MSRB

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Next StepsNext Steps

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Construction & UAT: Payroll Submission process and ESS functionality

Parallel C.R Testing: Submitting Contribution Reporting files in new format

Training: Employer Training Sessions

Construction & UAT: Payroll Submission process and ESS functionality

Parallel C.R Testing: Submitting Contribution Reporting files in new format

Training: Employer Training Sessions