MnSCU Retirement Plans

1. MnSCU Retirement Plans Basic Training for Campus HR Administrators

2. Planned Modules: Module 1: Retirement Plan Concepts Module 2: Eligibility for Primary Plans Module 3: Reporting in SCUPPS Module 4: SRP: Eligibility and Coding Module 5: Forms Completion & Processing Module 6: Phased Retirement Programs Module 7: Voluntary Retirement Programs Module 8: Retirement Plan Distributions

3. Objectives: Reporting in SCUPPS Required Fields in SCUPPS Lists & Helps for Coding SCUPPS SEMA4 Retirement Fields Helps for Coding SEMA4 Hyperion/BRIO Data Queries TRA Reporting Queries SRP Reporting Queries

4. Required Fields in SCUPPS Found on SCUPPS Jobs Panel: Two Main Sections: • Primary Retirement Maintenance • Supplemental Retirement

5. Required Fields in SCUPPS • Both Primary and Supplemental Retirement Codes are required for every employee job record number • Employees may have different primary retirement coverage in different job records: • Classified • Unclassified • No coverage

6. Required Fields in SCUPPS Regular Retirement Maintenance: • Primary Retirement Code • Effective Date • Retirement Status Code All three fields for each Job Record

7. Required Fields in SCUPPS Supplemental Retirement: • Supplemental Retirement Code • Effective Date • Deduction Code All three fields for each eligible Job Record Skip Deduction Code if not SRP eligible

8. Lists & Helps for Coding SCUPPS Regular Retirement Maintenance

9. Lists & Helps for Coding SCUPPS Primary Retirement Code list: http://www.hr.mnscu.edu/retirement/campus_resources/documents/primary_retfund_code.pdf Retirement Fund Codes and Deduction Rates: http://www.hr.mnscu.edu/retirement/campus_resources/documents/Retire_Codes_and_Rat.pdf

10. Lists & Helps for Coding SCUPPS Primary Retirement Effective Date: • Multiple Codes and Effective Dates per Job Record Number • Effective Date of the Coverage or Change in Coverage

11. Lists & Helps for Coding SCUPPS Retirement Status Code: • Explains why the employee has this particular retirement fund coverage • Is used as a selection/exclusion parameter for a number of Hyperion queries

12. Lists & Helps for Coding SCUPPS http://www.hr.mnscu.edu/retirement/campus_resources/documents/Ret_Status_Codes_4_0.pdf Retirement Status Codes:

13. Lists & Helps for Coding SCUPPS Supplemental Retirement: • Eligibility Codes: http://www.hr.mnscu.edu/retirement/campus_resources/documents/SRP_EligibilityCodes.pdf • Deduction Codes: http://www.hr.mnscu.edu/retirement/campus_resources/documents/SRP_HistoricalDeductionRates.pdf • Effective Date: Always July 1 unless you are correcting an error from a prior year

14. SEMA4 Retirement Fields Path to Retirement Data in SEMA4: • Workforce Administration • Job Information • Job Data • from Work Location go to • Benefits Program Participation

15. SEMA4 Retirement Fields

16. Helps for Coding SEMA4 Special Case of SRP Eligible Employees in: • MAPE • MMA • Commissioner’s Plan Eligible for Employer contributions to the Deferred Compensation Plan only When NOT eligible for SRP

17. Helps for Coding SEMA4 Special coding required in SEMA4 in the salary authority fields in both Job Data and Position Management: http://www.hr.mnscu.edu/retirement/campus_resources/documents/Step%20by%20Step%20process%20for%20determining%20and%20coding%20for%20SRP.pdf

18. Helps for Coding SEMA4 SRP Coding in Salary Authority field in Job Data: Follow the same Job Data path as regular retirement • Workforce Administration • Job Information • Job Data • from Work Location go to • Benefits Program Participation

19. Helps for Coding SEMA4

20. Helps for Coding SEMA4 SRP Coding in Salary Authority field in Position Data follow this path: • Organizational Development • Maintain Positions/Budgets • Add/Update Position Info • Select the Barg Unit/Cost Projection tab NOTE: You will need the PCN of the filled position

21. Helps for Coding SEMA4

22. Hyperion/BRIO Data Queries • Reports HR Human Resources Folder • Subfolder: HR Reconciliation • Reports Available are: • Based on all assignments in the Fiscal Year • Look at FTE of assignments • Look at Primary Retirement Codes per job record • Look at the Primary Retirement Status Codes • Look at the Category Code of the Assignment

23. Hyperion/BRIO Data Queries Available Reports: • HR Phased Retr Coding Errors • HR Retr AEP Coding Errors • HR Retr Cd & 25 FTE Unclass • HR Retr Cd AN Class • HR Retr CD is Blank • HR Retr Status CD is Blank

24. Hyperion/BRIO Data Queries HR Human Resources Folder, HR Multiple Appointments Report: Now contains primary retirement codes for all assignments reported for any one individual

25. TRA Reporting Queries • Reports HR Human Resources Folder • Subfolder: TRA Annual Year End Report • Reports Available are: • HR TRA Annual Year End Report Sorted by Name • HR TRA Phased Retirements • HR Unclassified Leaves of Absences

26. TRA Reporting Queries • Reports HR Human Resources folder • HR Annuitant Earnings Report Used as a basis to complete the calendar year earnings report required by TRA prior to February 15th of each year

27. SRP Reporting Queries • Reports HR Human Resources folder • Subfolder SRP Queries • Reports Available are: • HR SRP code is blank • HR SRP code of Y and blank deduct cd • HR SRP data all assignments for FY • HR SRP deduction Information in SCUPPS • HR SRP possible newly eligible

28. Module 3: Reporting in SCUPPS Questions?