PERA Retirement Report - Maintain PERA Contribution Data
Use the MN PERA Retirement Report page to load, maintain, report, and purge employee retirement data for submission to the Minnesota Public Employees Retirement Association (PERA).
If errors are encountered during the Load data process, you can correct the source data on the MN PERA Contribution Table Information form of the MN PERA Retirement Report page. After corrections, you must purge and reload the 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 date of the payroll check for which the PERA contribution record was created. This field is view-only and cannot be updated after saving the record. | Populated during the data load process. The field value is retrieved from the Current Check Date field on the MN PERA Retirement Report - Load page. |
Adjustment Flag | Indicates whether this record is an adjustment to a previously reported contribution. When this option is selected, the record represents a correction to prior reporting. Adjustments can only be made to Defined Benefit Plans. They cannot be made to any of the Defined Contribution Plans. | Populated during the data load process. The field value is retrieved from the Adjustment Flag field on the MN Retirement Deduction Information form of the MN Retirement Deductions page, which identifies whether the associated PERA deduction code is configured as an adjustment. |
Employee Number | The employee number. This field is view-only. Select the Lookup icon to search for and select an employee number. To list terminated employees using the Employee Search Tool:
| Populated during the data load process. 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. | Calculated during the data load process. The calculated value represents the employee's full name, derived by concatenating the Last Name, First Name, and Middle Name fields on the Employee Information page. |
Member Amount | The employee's PERA retirement contribution amount deducted from their pay. This is the member's share of the retirement contribution and is a required field. 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. Calculated during the data load process. The calculated value represents the sum of deduction amounts from the Check History Detail (checkhi2) records where the deduction code is configured as a PERA retirement deduction. The amount is proportionally allocated across pay types based on eligible earnings. Higher eligible earnings from FLSA overtime affect the proportional distribution of member contributions. |
Social Security | The employee's social security number. This field is view-only. | Populated during the data load process. The field value is retrieved from the Social Security field on the Employee Information page. |
Eligible Earnings | The total earnings subject to PERA retirement contributions for the pay period. This includes all compensable pay, including overtime pay. | The valid value is 00000000.00 - 99999999.99. Calculated during the data load process. The calculated value represents the sum of all pay amounts from the Check History Detail (checkhi2) records for the pay period, including regular pay and overtime pay. Pay codes exempt from retirement are excluded from this calculation. All FLSA overtime amounts are included in the total eligible earnings calculation. |
PERA Plan | The PERA retirement plan code identifying the employee's plan type. 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:
Populated during the data load process. The field value is retrieved from the Deduction Plan field on the MN Retirement Deduction Information form of the MN Retirement Deductions page, which associates the employee's PERA deduction code with the appropriate retirement plan. |
Employer Amount | The employer's PERA retirement contribution amount for the employee. This represents the employer's share of the retirement contribution. 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 contribution. | The valid value is 00000000.00 - 99999999.99. Calculated during the data load process. The calculated value represents the sum of employer contribution (fringe) amounts from the Check History Detail (checkhi2) records where the deduction code is configured as a PERA retirement deduction. The amount is proportionally allocated across pay types based on eligible earnings. Higher eligible earnings from FLSA overtime affect the proportional distribution of employer contributions. |
Payroll Period Start Date | The first day of the payroll period covered by this contribution record. | Populated during the data load process. The field value is retrieved from the Start Date field on the Pay Rate Information page, based on the pay run and pay group associated with the employee's check. |
Fiscal Year | The fiscal year to which the contribution applies. Used when pay periods span fiscal years to allocate contributions properly. This field value identifies school district employees who are paid Summer Pay for hours worked during the nine-month school term but have their pay spread across June, July, and August. | Calculated during the data load process. The calculated value represents the fiscal year to which the contribution applies. For summer pay records, this is set to the year of the check date. For regular records spanning fiscal years, records are split, and the fiscal year is calculated based on the Fiscal Year Start date from the Fund Accounting Profile page. |
Payroll Period End Date | The last day of the payroll period covered by this contribution record. | Populated during the data load process. The field value is retrieved from the End Date field on the Pay Rate Information page, based on the pay run and pay group associated with the employee's check. |
Compensated Hours | The total hours worked during the pay period for employees in the Phased Retirement Option (PRO) program (employee status code PA). For non-DCP members, this represents the number of hours an employee receives compensation for during the reported period. Employers who choose to provide this data should record compensated hours for employees with all salaries who have a PERA Pay Type of 01, 02, 04, or 06. | The valid values are 0000.00 - 9999.99. Calculated during the data load process. The calculated value represents the sum of hours from the Check History Detail (checkhi2) records for employees in the Phased Retirement Option (PRO) program (identified by employee status code PA in the Annuitant Type field on the Payroll Information - State Required page. |
PERA Pay Type | Identifies the type of pay being reported. PERA uses established pay types to determine how to allocate reported salaries and award service credit to members. | Valid values:
Populated during the data load process. The field value is retrieved from the PERA Pay Type field on the Pay Codes page, which maps each pay code to its corresponding PERA pay type code. For omitted deduction processing, this field is set to 06. |
Overtime Pay | The portion of eligible earnings that represents overtime compensation. 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. Calculated during the data load process. The calculated value represents the sum of pay amounts from the Check History Detail (checkhi2) records where the pay code has a Pay Time Type field value of O - Overtime on the Payroll tab of the Pay Codes page. FLSA overtime amounts are accumulated directly in this field. |
Summer Pay | Indicates whether this contribution record is for a summer pay multi-check payout. When this option is selected, the record is flagged as summer pay to ensure proper fiscal-year assignment and reporting. | Populated during the data load process. The field value is retrieved from the Includes Summer Pay field on the MN PERA Retirement Report - Load page. When checked, all contribution records loaded in that batch are flagged as summer pay records. |