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PERA Retirement Report

The PERA administers and promotes sustainable retirement plans and provides services to its members. PERA provides secured retirement benefits that the members can count on at affordable rates for public employers, with member-focused service delivery.

PERA offers three traditional Defined Benefit Plans (DBP): the General Plan, the Police and Fire Plan, and the Correctional Plan. The member's retirement benefit is determined by a formula based on years of service and average salary during the highest five consecutive years. Each plan is a 401(a) tax-qualified plan, providing members a lifetime benefit. PERA also offers a non-traditional DBP to entities with volunteer firefighters.

Employers must report their employees' eligible salaries to determine their retirement benefits. They use the PERA retirement report to submit employee and employer contributions and demographic information.

You must submit demographic information for all new hires to ensure that PERA has an account to record their earnings and service information.

Menu Path

From the Human Resources menu, select State. From the State - MN menu, select PERA Retirement Report.

Submission Period

The PERA retirement report submissions are due 14 days from the payroll paid date.

Selection Rule

All the employees who are PERA members with a specific paycheck date are selected and reported.

Prerequisites

Set Up Retirement Deductions

Before loading the data for this report, the employer must verify the retirement deductions are set up correctly.

  • On the MN PERA Retirement Report page, click Retirement Deductions.

  • For information about setting up retirement deductions, refer to Retirement Deductions.

In the Deduction Code field, select a PERA-specific code, and then select PERA in the Deduction Type field.

Demographic Information

After loading the demographic data, you can edit the record to update the required and missing information. You can also add a new record manually and delete the records that are incomplete or not required.

  1. On the MN PERA Retirement Report page, click Demographic.

  2. You can perform the following tasks on the Demographic page:

    • To filter records, select an option from the list and enter or select a value.

    • To add a record, click Add Record. Refer to Field Descriptions and enter or select the required fields. Click Save, and then Yes.

    • To edit a record, click the ellipsis in the Actions column, then select Edit. Update the information and click Save.

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

Field Descriptions

General Fields

Field

Description

Check Date

The date the paycheck is issued.

Employee Number

The employee number.

Click the Lookup icon to search for and select an employee number.

Name

The employee’s name.

New Enrollment

Select this checkbox if the employee is newly enrolled and the demographic data must still be submitted to PERA.

If this checkbox is selected, the previously submitted data fields are not displayed on the Member, Employment, and Address tabs.

Member Tab

Field

Description

Social Security

The Social Security Number of the employee.

This field is blank when the New Enrollment checkbox is cleared.

Previous Social Security

The Social Security Number of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Last Name

The last name of the employee.

Previous Last Name

The last name of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

First Name

The first name of the employee.

Previous First Name

The first name of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Middle Initial

The middle initial of the employee.

Previous Middle Initial

The middle initial of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Suffix

The suffix used for the employee name.

For example, JR for Junior, SR for Senior, and Ph.D. for Ph.D. holder.

Previous Suffix

The suffix of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Gender

The gender of the employee.

Previous Gender

The gender of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Birth Date

The birth date of the employee.

Previous Birth Date

The birth date of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Employment Tab

Field

Description

PERA Plan

The employee’s PERA plan. The valid values are:

  • 01 - Basic

  • 02 - Coordinated

  • 03 - Police and Fire

  • 07 - Privatization

  • 11 - Correctional

  • 14 - DCP Ambulance

  • 15 - DCP Physician

  • 16 - DCP Elected Official

  • 17 - DCP City Official

  • 99 - Exempt Re-employed PERA Benefit Recipient

Previous PERA Plan

The employee’s PERA plan reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Hire Date

The hire date of the employee.

Previous Hire Date

The hire date of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Eligibility Date

The PERA eligibility date of the employee.

Previous Eligibility Date

The PERA eligibility date of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

PERA Exclusion Code

The PERA exclusion code of the employee.

Previous PERA Exclusion Code

The employee's PERA exclusion code that was reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

PERA Employee Status

The PERA employment status of the employee.

Previous PERA Employee Status

The PERA employment status of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

PERA Employee Status Date

The date when the employment status code changed.

Previous PERA Employee Status Date

The date when the employment status code changed previously.

This field is not displayed if the New Enrollment checkbox is selected.

PERA Position

The position of the employee.

Previous PERA Position

The position of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

PERA Position Class

The type of position of the employee.

Previous PERA Position Class

The type of position of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Job Title

The job title of the employee.

Previous Job Title

The job title of the employee reported previously.

This field is not displayed if the New Enrollment checkbox is selected.

Address Tab

You can view or update the employee's address details on this tab.

If the New Enrollment checkbox is cleared, you can view the employee's address details that were reported previously.

Load Data

  1. On the MN PERA Retirement Report page, click Load.

The Previous Check Date field displays the latest and last check date on which the TRA data was loaded previously.

  1. Select the Current Check Date from the list.

  2. In the Pay Runs field, select the pay runs from which to load the data. For more information about pay runs, refer to the Pay Run Processing page.

  3. Select Includes Summer Pay to include summer pay in the load.

  4. Click Load, and then click Yes.

  5. Click Yes to delete the existing data and reload the data.

  6. Save the load summary report and click OK.

  7. Navigate to the folder containing the load summary report file.

  8. Inspect the file. Update data if needed.

  9. Repeat steps 1 through 9 until all required data is loaded.

Maintain PERA Retirement Records

On the MN PERA Retirement Report page, you can filter records, add the records manually, edit the loaded record, or delete a record before submitting the report.

  • To filter records, select an option from the list and enter or select a value.

  • To add a record, click Add Record. Refer to Field Descriptions and enter or select the required fields. Click Save, and then Yes.

  • To edit a record, click the ellipsis in the Actions column, then select Edit. Update the information and click Save.

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

Field Descriptions

Field

Description

Check Date

The date the paycheck is issued.

Adjustment Flag

Indicates if this record is for an adjustment.

Employee Number

The employee number.

Click the Lookup icon to search for and select an employee number.

Name

The employee’s name.

Member Amount

The member contribution for the PERA retirement benefits.

Social Security

The employee's social security number. 

The value is retrieved from the Employee Information page.

Eligible Earnings

The eligible salary of the employee.

PERA Plan

The employee’s PERA plan. The valid values are:

  • 01 - Basic

  • 02 - Coordinated

  • 03 - Police and Fire

  • 07 - Privatization

  • 11 - Correctional

  • 14 - DCP Ambulance

  • 15 - DCP Physician

  • 16 - DCP Elected Official

  • 17 - DCP City Official

  • 99 - Exempt Re-employed PERA Benefit Recipient

Employer Amount

The employer’s contribution to the retirement benefits.

Payroll Period Start Date

The start date of the payment period.

Payroll Period End Date

The end date of the payment period.

Fiscal Year

The fiscal year of the payment period.

Compensated Hours

The work hours for which the employee is paid.

PERA Pay Type

The payment type for the employee. The valid values are:

  • 01 - Regular Activity

  • 02 - Lump sum payments of compensatory time

  • 04 - Grievance Pay

  • 05 - Retroactive lump sum payment

  • 06 - Omitted deduction from earnings of member

Overtime Pay

The overtime payment amount.

Summer Pay

Select if summer pay is included.

Create Report

To submit the report to the state authority, you must create the report file.

  1. On the MN PERA Retirement Report page, click Report.

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

    1. Select Hard Copy.

    2. Select PDF or Excel.

    3. From the Report drop-down, select one of the following options:

      • Contribution: Select to create the PERA-specific contribution report.

      • Demographic: Select to create the PERA demographic information report.

    4. Select or enter the Check Date for which the data is already loaded and for which the report has to be generated.

    5. Select the Included Records. The available options are:

      • Regular Payroll

      • Summer Pay

      • All Records

    6. If you have the security permission to review the entire Social Security number (without masking) and want to include it, select Print Full Social Security Number.
      The required access privileges are granted by assigning the appropriate security resource.

    7. Click Create, and then click Yes.

  3. Save the file and click OK.

  4. Navigate to the folder containing the report file.

  5. Inspect the file. Update data if needed.

Update the data using the maintenance page. If you are updating the data on the core or baseline application, rerun the load to see the updated data.

  1. Repeat the above steps until all the required data is included.

  2. To create the electronic file:

    1. Select Electronic File.

    2. Click Create, and then click Yes.

    3. Save the file and click OK.

For the PERA Retirement - Contribution report, the default file name is PERAC, followed by PERA Employer Number, and check date_ batch number_Date time stamp (usually the EST time zone) on when the report was generated in DDMMYYYY_hhmmss.sdr. For example, PERAC13080009192018_10132023_071308.sdr.

For the PERA Retirement - Demographic report, the default file name is PERAD, followed by PERA Employer Number, and check date_Date time stamp (usually the EST time zone) on when the report was generated in DDMMYYYY_hhmmss.sdr. For example, PERAD13080009192018_10132023_071318.sdr.

Purge Data

To correct setups or employee data, purge the existing records and reload the data.

  1. On the MN PERA Retirement Report page, click Purge.

  2. Select the Check Date.

  3. Click Submit.

  4. Click Yes, and then click OK.

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