CSD-RT RFP Recordkeeping_Administration Services Response 3-

Retirement Manager Employer Interface

1.1

Employer Data Flows

1.1.1

Employer may elect to provide access and updates to the site via an

Employee Identification Number (EID) rather than a Social Security

Number (SSN). If this option is elected, the SSN is only required for

Employees who are actively participating in one or more Retirement Plans

to facilitate common remitter processing and match to account balances

and distribution data received from the Approved Vendors.

1.1.2

Employee Updates Flow (Demographic File from Employer)

1.1.2.1 VRSCO will receive an Employee Update file from the Employer

via upload or Secured File Transfer Protocol (“Secured FTP”) on a

regularly scheduled basis as agreed by VRSCO and Employer.

The file format will be the “Demographic Upload” file format.

Information on new employees, salary changes, employee payroll

frequency and other indicative data will be included in the update.

This file will be a full upload of the data.

1.1.2.2 The Employee Update file may, at the Employer’s discretion, only

contain the last 4 digits of each employee’s SSN. A valid 9-digit

SSN is required to process employee remittances and for Approved

Vendor compliance files. If only a 4-digit SSN is sent via the

demographic file, the full SSN is required with each remittance

and compliance file. The Employer will elect a file transmission

process for SSN and will not change this process without prior

notification and approval from VRSCO.

1.2

Payroll Frequencies

1.2.1

Retirement Manager can accommodate any payroll cycle as agreed upon

by the Employer and VRSCO.

1.2.2

Each employee is assigned to one payroll cycle via the employee

demographic file.

1.2.3

The Employer will maintain the payroll, cut-off and eligibility dates for all

payroll cycles.

1.3

Levels of Access for Employer’s Benefits Office Personnel

1.3.1

Retirement Manager will permit access to the data stored in Retirement

Manager in either of the following ways:

1.3.1.1 View Only Access (allows all Employer and employee views).

1.3.1.2 Full Access (allows all views and updates to any information) is

granted by function in Retirement Manager.