Retirement Systems

The MD Retirement Systems Report shows the amount employees contribute towards their retirement within the specified payroll period.

Menu Path

Choose Human Resources from the main navigation menu, then choose State. Click Retirement Systems.

Submission Period

On a specified payroll end date.

Selection Rule

Includes all enrolled employees who contribute towards retirement based on the specified payroll information.

Setup

Deductions

Provide information about deductions specific to retirement.

1. Choose Deductions.

2. Filter records using the filter criteria.
   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 new 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.

6. To download deductions information, click Download and select Download PDF or Download as an Excel Document.

Prerequisites

Ensure that valid information is entered on the Maryland State Required - Employee Information page.

Load Data

1. Choose Load.

2. Select the Start Date, End Date, Payroll End Date, Load Hours, Talbot Summer Class Criteria, and Primary Pay Group.

3. Click Load, then Yes. The MD Retirement Systems 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 corrections to application information must also be updated in the source data.

1. On the MD Retirement Systems Report page, filter records by the filter criteria.

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 Reports.

2. Select the Payroll End Date.

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. Select a Report Sort option.

   4. If you have permission 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 click Yes.
      The MD Retirement Systems 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 Magnetic Media.

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

8. Save the file and click OK.

Follow the State's submission procedures.

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 the Payroll End Date for which you want to purge records.

3. Click Submit.

4. Click Yes, then OK.