Employees Page

Employee View

The "Employees" page lists all of the employees in your plan.

Here, you can view each employee's status, entrance date, year-to-date employee contributions, year-to-date employer contributions, Roth deferral, and date registered. 

On the employees page, you will have the option to add employees, edit employees, and download your employees report.

You will also notice a circle next to each employee's year-to-date contribution amount. Hovering over the circle will allow you to see what percentage the employee has contributed based on the permitted year-to-date amount.

The circle will fill in with green color the more the employee contributes. Once the circle is filled, it will turn red, indicating the employee has over-contributed. 

Note: The registered date in this view shows an employee registered to access the saver portal. 

Filtering

You can search the list of employees by typing a name into the search bar. You can also use the status drop-down to filter by eligibility type, including eligible, pending, awaiting date entry, ineligible, terminated, and terminated with balance.

Identifying Long-Term, Part-Time (LTPT) Employees in Your Employer Portal

A long-term, part-time (LTPT) employee is someone who works part-time consistently over a defined period and becomes eligible to contribute to their company’s retirement plan under specific regulatory provisions. These provisions do not apply to employees excluded from the plan under adoption agreement elections such as leased, union and/or non-resident non-citizen employees. However, these provisions do apply to employees categorized under any group exclusions based on service (i.e. part-time or temporary employees), if elected under the plan.

For calendar year plans beginning 1/1/2024: Employees were considered LTPT as of January 1, 2024, and permitted to enter the plan for deferral purposes if they were at least 21 years of age and met the following criteria:

• Worked at least 500 hours in 2021, 2022, and 2023; OR
• Were hired in 2021 and worked at least 500 hours in their first 12 months, as well as in 2022 and 2023.

For calendar year plans years beginning 1/1/2025: Employees are considered LTPT as of January 1, 2025, and must be permitted to enter the plan for deferral purposes only if they are at least 21 years of age and meet the following criteria:

• Worked at least 500 hours in 2021 & 2022, 2022 & 2023, OR 2023 & 2024; OR
• Were hired in 2021 and worked at least 500 hours in their first 12 months, as well as in 2022; hired in 2022 and worked at least 500 hours in their first 12 months, as well as in 2023; OR hired in 2023 and worked at least 500 hours in their first 12 months, as well as in 2024. 

To see which of your employees are considered an eligible LTPT employee, please follow these instructions:

1. Navigate to the “Employees” page in your portal.
2. View the LTPT employee(s) in your plan by either:
   • Switching on the “Show LTPT Employees” toggle located next to the “Status” dropdown. Note: Only plans that support hours-based eligibility will see the LTPT toggle. 

• • • Downloading a report by clicking the Download Report button. From the downloaded file, you will see a full employee list. There will also be a column that calls out LTPT employees.

Detailed Employee View

Click on the employee’s name for additional information, including:

1. Registration Date - Verify when an employee registered for the employee portal by looking at the status noted below their name.
2. Employment - View and edit the employee's Hire Date, Termination Date, or Rehire Date accordingly. 
3. Eligibility - This section will show if the employee is eligible and the date the employee entered the plan.
4. ID & Contact Info - View or edit employee information.
5. Account Sources - View the account total and all the different ways funds have entered the account, including rollovers, employee contributions, and employer contributions, as well as Roth and pre-tax contributions, if any.

There are tabs at the bottom of this screen that will allow you to review the employee's balance, transactions, holdings, performance, statements, and loans. 

Balance Tab

View the employee's balance breakdown by contribution balance, rollover balance, employer contribution balance, and any outstanding loan balance. 

Transactions Tab

View the employee's completed transactions, such as employee and employer contributions. These can be filtered by date and contribution type. 

Holdings 

Here, you can view what funds the employee is currently invested in. View the fund name, the percentage, and the position the fund holds based on performance. 

Performance

View the employee's account investment performance timeline and percentages. These values factor in any contributions or withdrawals the employee has made.

Statements

View the employee's quarterly participant statements. These can be filtered by year. 

Loans

View the employee's available loan amount, any outstanding balance, and if the employee is allowed to take a loan.