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Date: June 30, 2005 Bulletin Number: 570
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Subject

Redesigned Control-D Report, NBEN730 (No Retirement Selection Made)

Purpose
To provide agencies with information relating to the redesign and purpose of the NBEN730.
Affected Employees
Employees with a record in PayServ for which the Retirement Plan Type field on the Retirement Plans page is blank.
Effective Date(s)
July 1, 2005.
Background
The NBEN730 report is available in Control-D on a weekly basis and can assist agencies in administering retirement benefits on a timely basis in order to eliminate the negative impacts associated with late and/or non-enrollment.

Based on agency feedback, the NBEN730 report has been redesigned to improve agencies’ ability to review and address the retirement records of those employees for whom no retirement Plan Type has been selected on the Retirement Plans page in PayServ.

The redesigned changes are:

  • Sort on PT Percent in descending order to identify full-time employees first and part-time employees last.
  • Identify the employee’s Appointment Code and Bargaining Unit.
  • Eliminate the Mail Drop field.
Agency Actions
Agencies should review the report on a weekly basis and update the Retirement Plans page accordingly for each employee identified on the report.
Agency Instructions
For employees for whom retirement membership is mandatory, or for whom membership is optional and the employee elects to join the retirement system:
  • Open the Retirement Plans Search page. (Path is: Home – Compensate Employees – Administer Base Benefits – Use – Retirement Plans).
  • Enter the employee’s EmplID.
  • Click Search.
  • If more than one record matching the search criteria is found, select the correct employee record by clicking it once.
  • Enter the appropriate ‘Plan Type’ in the Plan Type field or click to search; select the correct value by clicking it once.
  • Enter the Deduction Begin Date using the beginning date of the current pay period being processed or the employee’s hire date if the employee was not on the payroll on the first day of the pay period. Do not use a retroactive date.
  • Click the ‘Elect’ radio button for Participation Election.
  • Populate the remaining fields based on the information provided by the employee’s retirement provider.
  • Once all fields are populated, click Save.

If it is determined that the employee does not meet the eligibility criteria for membership in a retirement system or the employee declines to join a retirement system when membership is optional:

  • Open the Retirement Plans Search page. (Path is: Home – Compensate Employees – Administer Base Benefits – Use – Retirement Plans).
  • Enter the employee’s EmplID.
  • Click Search.
  • If more than one record matching the search criteria is found, select the correct employee record by clicking it once.
  • Enter ‘7R’ in the Plan Type field or click to search; select ‘7R No-Retirement Option’ by clicking it once.
  • Enter the Deduction Begin Date using the beginning date of the current pay period being processed or the employee’s hire date if the employee was not on the payroll on the first day of the pay period. Do not use a retroactive date.
  • Click the ‘Elect’ radio button for Participation Election.
  • Enter ‘NORETS’ in the Benefit Plan field or click to search; select ‘NORETS No Retirement’ by clicking it once.
  • Enter ‘0’ in the Tier field or click to search; select ‘0 Tier 0’ by clicking it once.
  • Once all fields are populated, click Save.

Questions

Questions regarding this bulletin may be directed to the Payroll Deductions mailbox.