IMRF Deductions

Set Up IMRF Deductions

Before generating reports, ensure that you set up valid IMRF deductions on the Deduction Table page.

1. On the start page, choose Menu, then choose Human Resources.

2. Click Reference Tables, then choose Deductions.

3. Specify the search criteria to find the required codes.

4. Click Find.

5. To add a record, click Add New. Specify valid information in the required fields and click OK.

6. You can edit or delete records:

   • To edit a record, double-click the relevant record.

   • To delete a record, click Delete. Click Yes.

     

     In the Benefit Charging field on the Employer tab, ensure that A - All Pay Rates is selected.

     The following steps only apply if IMRF wages do not include cafeteria deductions:

     1. Set the flag for cafeteria deductions in the Cafeteria Plan field:
        • To exclude cafeteria deductions from the IMRF gross wages, select Y – Subtract amount from method M additional gross.
        • To include cafeteria deductions in the IMRF gross wages (such as deduction codes used for adjustments), select A – Add amount to method M additional gross.
     2. Set the deduction and benefit Method for IMRF deduction codes. To exclude cafeteria deductions from the IMRF gross and fringe wages, select M – % Plus Additional Amount.

Set Up IMRF Deduction Codes

The Deduction Codes reference table stores deduction codes for the salary and benefits calculations. Before generating reports, ensure that you set up valid deduction codes on the Deduction Codes page.

1. On the start page, choose Menu, then choose Human Resources.

2. Click State, and choose IL Employment Information System.

3. Click Setup, and choose Deduction Codes.

4. Specify the search criteria to find the required codes.

5. Click Find.

6. To add a record, click Add New. Specify valid information in the required fields and click OK.

7. You can edit or delete records:

   • To edit a record, double-click the relevant record.

   • To delete a record, click Delete. Click Yes.

You can copy deduction codes from one school year to the next using the Mass Copy option.

Set up only deduction codes that are exceptions to the default calculation. The default calculation ignores deduction amounts and adds any benefit amount to the category Other Benefit.

You can set up the deduction codes for IMRF as either deductions or benefits or both.

Deduction Category

If your district increases the employee's salary to allow the employee to pay a deduction, and you need to have the calculation subtract the deduction amount from the base salary, you should enter the deduction code with the appropriate deduction category. The deduction amount will then be deducted from the base salary and added to the selected category. If it is not reportable, select E – Exclude Deduction in the Deduction Category field. The deduction amount will be subtracted from the salary but not added to any other category.

Benefit Category

For deduction codes set up as benefits, if the benefit amount should be in a category besides Other Benefit, enter the deduction code and select the correct benefit category. Select E – Exclude Benefit in the Benefit Category field if the benefit amount is not reportable.

Human Resources Profile – State Page

The application extracts and reports information for each employee who has any of the deductions listed in IMRF Code #1, IMRF Code #2, or IMRF Code #3 on the Human Resources Profile – State page, if the total gross wages for the month for any of those deductions is greater than zero.

Before generating reports, enter the following information on the Human Resources Profile – State page:

1. IMRF Deductions Information:

   • IMRF Deduction Codes

   • Employer IDs

   • Employer Names

   • Voluntary Additional IMRF Codes

2. Employer Information:

   • Municipal Retirement Fund

   • Social Security Fund

Illinois State Retirement - Employee Information

The member plan code is retrieved from the Member Plan Cd field on the Illinois State Retirement page for each employee reported. If you do not enter the member plan code, the plan defaults to 'RG01' unless the employee's hire date is on or after January 1, 2011. In this case, the plan defaults to 'RG03'.

Before generating reports, specify the member plan code for employees newly enrolled in IMRF in the Member Plan Cd field on the Illinois State Retirement page.

The IMRF member plan codes entered for the employee should be the primary plan associated with deduction codes listed on the Human Resources Profile – State page in the IMRF Code #1, IMRF Code #2, or IMRF Code #3 fields.

Do not enter plan codes for voluntary additional contributions since they are assigned during the report's processing based on the employee's primary plan code.

If the employee has a deduction matching one of the Voluntary Additional IMRF Codes with the non-zero month-to-date amount taken, an additional record is generated with the appropriate voluntary contribution plan code. If the employee's regular record is Tier 1, the voluntary contribution plan is set to VA01. Otherwise, the plan is set to VA03.