When an employee opts to become a member of your company retirement plan you will receive an email. This email will also provide details of the contribution rates etc. that are to apply in respect of that member.

🚩 To view the latest contribution rates for your active members on your Portal go to Menu and from there select ‘Retirement Plan set up’> ‘Employees’. The Employees page gives a list of active and deferred members. The list can be populated with the member contribution rates by selecting the ‘Filter’ option and ticking the EE, ER and AVC% options.

🚩 This list can also be exported in to a CSV or an Excel file by using the ‘Export’ button. The exported file will contain all of the information that you have populated on the page, using the Filter option.

To export the file click ‘Export’ and then select the file type that you wish to export, CSV or XLS. Once you select the file type, the page will refresh and the file will be available to download on the page.