MassMutual Retirement Report
The PEBA State Optional Retirement Program (ORP) is a contribution program for employees of public school districts. The report processes employees who use AIG (MassMutual) as their designated carrier.
Menu Path
Human Resources > State > SC PEBA ORP > MassMutual Retirement Report
Submission Period
The report is processed every pay run.
Selection Rules
To be included in the report, an employee must:
Have received payment during the last pay period
Be eligible for the MassMutual Retirement Program
Setup
Retirement Deductions
Before generating reports, set up retirement deductions.
Select Setup > Retirement Deductions.
Filter records using the following criteria:
Deduction Code
Description
Retirement Type
Plan Type
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.
Process
To create a report:
If needed, update related setup to reflect any changes.
Load the data for the report.
Create the report file and verify that data was loaded correctly.
Review the log file for possible errors.
Use the maintenance options to add or delete records or to correct data. Note that any changes made here must also be made in the source data.
If errors require changes to setup or source data, you must purge the data that was loaded, then repeat steps 2 and 3.
Once the data is correct, create the MassMutual Retirement Report.
Download the MassMutual Retirement Report and follow the state's submission procedures.
Load Data
You can load data based on Check Date, Period Begin Date, Period End Date, Location Code, and Group Number.
On the navigation bar, select Load.
Select the Check Date, Period Begin Date, and Period End Date. Specify a valid Location Code and Group Number.
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 SC PEBA ORP MASS MUTUAL 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 Contribution
Employer Contribution
2. 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.
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 MassMutual Retirement report is created. If any errors were 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.
The electronic file is created.
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.