You will receive a daily email every time an employee chooses to become a member only if this is relevant to your retirement plan. This email will also provide details of the contribution rates.

🚩 To get the latest contribution rates for your active members , on your portal from Menu select ‘Retirement Plan set up’> ‘Employees’ then click on the ‘Export’ button and select either a csv or xls format.

🚩 The export gives details for all employees, next you will need to sort the extract by the ‘Opt In/Opt Out’ column. Current active members of the Plan are defined as ‘Opted In’ or ‘Automatically enrolled’.

Completing the SIF with Member Contributions

Once a member has opted in, contributions must be remitted.

Refer to the SIF Template for the details to be included in respect of these contributions.

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