403(b)/457(b) Plan Report

Use the 403(b)/457(b) Plan Report to view the data that will be included in the export files sent to the providers of your pension plans.

The report can be reached by selecting Reports > Payroll > 403(b)/457(b) Plan Report and can be created as a PDF or Excel file.

The report contains the following information:

Fields included on the report are the employee and earnings fields requested by the provider.

Report filters are:

• Accounting Cycle — defaults to the current cycle

• Payroll Cycle

• Payroll Register

• 403(b) Plan Deduction

• 403 Roth Deduction

• 457(b) Plan Deduction

• Plan Deduction to Report — select from 403(b) deduction, 457(b) deduction, or combined

• Plan Report Type — select from Gatekeeper, CPI, CPI test, or PlanWithEase Payroll file

• Gatekeeper - State Retirement Deduction — must be specified if the Gatekeeper type is selected, and must be set to None for other providers

• Gatekeeper Retirement Buyback Deduction — must be specified if the Gatekeeper type is selected, and must be set to None for other providers

Sample report — CPI

Sample report — Gatekeeper

Sample report — PlanWithEase

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