PERA Retirement Report - Maintain PERA Contribution Data
You can correct the loaded data before submitting the report. However, you must also update the source data.
On the MN PERA Retirement Report page, filter records using the filter criteria. To enter filter criteria:
Select an option in the first field.
Select or enter a value.
Select Add if the button is enabled.
Refer to Search for records for more information.To add a record, click Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
Field descriptions
The following table describes the fields on the MN PERA Contribution Table Information form of the MN PERA Retirement Report page.
Field | Description | Load logic - Data source and Valid values |
|---|---|---|
Check Date | The paycheck issue date. This field is view-only and cannot be updated after saving the record. | Not applicable |
Adjustment Flag | Indicates if this record is for an adjustment. Adjustments can only be made to Defined Benefit Plans. They cannot be made to any of the Defined Contribution Plans. | Not applicable |
Employee Number | The employee number. Select the Lookup icon to search for and select an employee number. This field is view-only. | The field value is retrieved from the Employee Number field on the Employee Information page. |
Name | The employee’s name. The format is last name, first name, middle initial. This field is view-only. | The value is retrieved from the Last Name, First Name, and Middle Name fields on the Employee Information page. |
Member Amount | The member contribution for the PERA retirement benefits. This must reflect the deduction amount withheld from the member’s salary. It must equal the reported PERA-Eligible Earnings times the contribution rate in effect for the specified pay period for the applicable plan. No member deduction amount may be reported under the PERA Plan 99 covering exempt re-employed PERA benefit recipients. If the Member Amount differs from the PERA system-calculated deduction based on reported eligible earnings and the plan rate, the transaction will receive an error status, and PERA will issue an invoice or a credit memo to the employer as appropriate. The reporting of a member deduction amount must be consistent with the person’s employment status. | The valid value is 00000000.00 - 99999999.99. |
Social Security | The employee's social security number. This field is view-only. | The field value is retrieved from the Social Security field on the Employee Information page. |
Eligible Earnings | The salary subject to PERA deductions for the reported period. | The valid value is 00000000.00 - 99999999.99. |
PERA Plan | The employee’s PERA plan. PERA uses the Plan ID to determine the applicable contribution rates and validate the salary, deductions, and employer contributions reported for the coverage and paid dates. | Valid values:
|
Employer Amount | The employer contribution amount made on behalf of the member. The amount should be from your payroll system and include the employer portion being remitted for the member. For the Coordinated and Basic plan, this must be the total of the employer match and the employer’s additional. | The valid value is 00000000.00 - 99999999.99. |
Payroll Period Start Date | The start date of the payment period during which the member earned the reported salary. | Not applicable |
Fiscal Year | The school fiscal year of the payment period. This field value is used to identify school district employees who are being paid Summer Pay for hours worked during the nine-month school term but for which the pay is being spread into June, July, and August. | Not applicable |
Payroll Period End Date | The end date of the payment period during which the member earned the reported salary. | Not applicable |
Compensated Hours | The work hours for which the employee is paid. For non-DCP members, this represents the number of hours for which an employee receives compensation during the reported period. Employers choosing to provide this data should provide compensated hours for an employee on all salaries with a PERA Pay Type of 01, 02, 04, or 06. | The valid values are 0000.00 - 9999.99. |
PERA Pay Type | The employee's payment type. PERA uses established pay types to determine how to allocate reported salaries and award service credit to members. | Valid values:
|
Overtime Pay | The overtime payment amount. This is the portion of the PERA-eligible earnings reported for the member that your agency considers overtime. Do not complete for DCP members or reemployed retirees under the Exempt Plan. | The valid values are 00000000.00 - 99999999.99. |
Summer Pay | Indicates whether summer pay is included. | Not applicable |