IPERS Monthly Retirement Report

Iowa Public Employees’ Retirement System (IPERS) is the State's most extensive public retirement system. The Iowa Legislature created IPERS in 1953 to attract and retain quality public employees.

IPERS members and their employers each contribute to the IPERS Trust Fund every month. In addition, members contribute a small amount directly from their paycheck. The accumulated contributions are invested to pay for future retirement benefits. At retirement, benefits are calculated based on salary and years of service.

Menu Path

Choose Human Resources from the main navigation menu, then choose State. Click IPERS Monthly Retirement Report.

Submission Period

Monthly

Selection Rule

Employees enrolled in IPERS are selected and reported.

Process

To create a report:

1. Load the data for the report.

2. Create the report file and verify that data was loaded correctly.

   • Review the log file for possible errors, if any.

   • Use the maintenance options to add or delete records or to correct data. Note that any changes that you make here must be duplicated in the source data.

     

     If errors require changes to setup or source data, you must purge the loaded data, then repeat steps 1 and 2.

3. Once the data is correct, create the IPERS Monthly Retirement report.

Download the IPERS Monthly Retirement report and follow the State's submission procedures.

Prerequisites

• Set up IPERS deductions.

• Enter valid information in the following fields on the Human Resources Profile - State page:

  • IPERS Employer ID

  • State Identification

  • State Agency Code

  • 403(b) Elective Deferral

  • 403(b) Catch-up

  • 403(b) 15-Years Service

  • 457(b) Elective Deferral

  • 457(b) Catch-up

  • 457(b) 15-Years Service

• Enter valid information in the Occ Code field on the Iowa State Retirement page.

Load Data

You can load data based on Reporting Year and Reporting Month.

1. Choose Load.

2. Select the Reporting Year and Reporting Month.

3. Click Load. The IA IPERS Monthly Retirement Load Summary Report is created.

4. Save the file, then click OK.

5. Navigate to the folder containing the summary report file.

6. Inspect the file. Update data, if needed.

7. Repeat steps 1 to 6 until all the required data is loaded.

Maintain Data

You can correct loaded data before submitting the report. However, any changes made here must be duplicated in the source data.

1. On the IA IPERS Monthly Retirement Report page, you can filter records to display by the following criteria:

   • Year

   • Month

   • Employee Number

   • Last Name

   • First Name

   • Monthly Wages

2. To specify filter criteria, select an option from the list, enter a keyword or select an option in the following field, and click Add. The filter is added.

3. To add a record, click Add Record. Specify valid information in the required fields, and click Save. Click Yes.

4. To edit a record, click the ellipsis in the Actions column, and select Edit.

5. To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.

Create File

1. Choose Report.

2. Select the Reporting Year and Reporting Month.

3. Create a hard copy of the report to verify data before you create the electronic file:

   1. Under File Type, select Hard Copy.

   2. Under File Format, select PDF or Excel.

   3. Under Report Sort, select Sort by SSN or Sort by Last Name.

   4. If you have security to view the entire Social Security Number (without masking) and want to include the entire Social Security Number, select Print Full Social Security Number.

   5. Click Create, then Yes.
      The IA IPERS Monthly Retirement Report is created.

4. Save the file and navigate to the folder containing the report file.

5. Inspect the file. Update data, if needed.

6. Repeat steps 1 to 5 until all the required data is included.

7. Create the electronic file:

   1. Under File Type, select Electronic File.

   2. Click Create, then Yes.
      The electronic file is created.

8. Save the file and click OK.

Purge Data

You can purge the data for the report in the following scenarios:

• You want to discard the data for the report completely.

• You want to change the setup or employee data and reload the data.

1. Choose Purge.

2. Select a Reporting Year and Reporting Month.

3. Click Submit.

4. Click Yes, then OK.