TIAA Retirement Report
TIAA is a defined contribution retirement plan for Rhode Island employees.
Menu Path
Human Resources > State > State > TIAA Retirement Report
Submission Period
The report is processed every pay run.
Selection Rule
To be included in the report, an employee must have received payment during the last pay period.
Setup
Retirement Deductions
Before generating reports, complete the TIAA Retirement Report Setup procedure. Then set up retirement deductions.
Select Setup > Retirement Deductions.
Filter records using the following criteria:
Deduction Code
Description
Deduction Type
Deduction Plan
To specify filter criteria, select an option from the list, enter a keyword or select an option in the next 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.
To edit a record, click the ellipsis in the Actions column, and select Edit.
To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.
follow the state's submission procedures.
Load Data
You can load data based on Check Date, Period Begin Date, Period End Date, Employer Code, and Division / Location Code.
On the navigation bar, select Load.
Select the Check Date, Period Begin Date, and Period End Date. Specify a valid Employer Code and Division / Location Code.
Click Load.
Maintain Data
You can correct loaded data prior to submitting the report. However, any corrections to the application information must also be updated in the source data.
On the RI TIAA Retirement Report page, you can filter records to display by the following criteria:
Check Date
Employee Number
Social Security Number
Last Name
First Name
Employee Amount
Employer Amount
State Amount
To specify filter criteria, select an option from the list, enter a keyword or select an option in the next field, and click Add. The filter is added.
To add a record, click Add Record. Specify valid information in the Required fields and click Save. Click Yes.
To edit a record, click the ellipsis in the Actions column, and select Edit.
To delete a record, click the ellipsis in the Actions column, and select Delete. Click Yes.
Create File
On the navigation bar, select Report.
Select the Check Date.
Create a hard copy of the report to verify data before you create the electronic file:
Under File Type, select Hard Copy.
Under File Format, select PDF or Excel.
If you have security to view the full Social Security Number (without masking) and you want to include the full Social Security Number, select Print Full Social Security Number.
Click Create, then click Yes.
The TIAA Retirement report is created. If any errors are encountered, an error message appears. Click OK.Depending on the browser type, the report file is either displayed within the browser, or you are prompted to select a download location.
Save the files and navigate to the folder containing the report file.
Inspect the files. Update data, if needed.
Repeat steps 1-5 until all required data is included.
Create the electronic file:
Under File Type, select Electronic File.
Click Create, then click Yes.
If a hard copy of the report was not created, a message is displayed. Click OK and follow Steps 3 and 4 to create a hard copy of the report and confirm that the required data is included.
Select Electronic File and click Create.
Depending on the browser type, the report file is either displayed within the browser, or you are prompted to select a download location.
Follow the state's submission procedures.
Purge Data
If you need to correct setup and/or employee data, first purge the existing records, then reload the data.
On the navigation bar, select Purge.
Select a purge option:
To purge data based on a check date, select the Check Date option, then select the Check Date.
To purge data based on year, select the Year option, then select the Year.
Click Submit.
Click Yes.