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ALP Employer Reports Best Practices

Employer Reports

These reports are relevant for every payroll.

You can receive an e-mail from Transamerica notifying you if there has been a change to contributions or loans that requires you to run these reports.

1) Changes to Contribution Rate Report
Create a list of participants with contribution rate changes, includes new enrollments and/or changes in deferral:

From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Contribution > Changes to Contribution Rate
Select the applicable date range
Select New enrollments and deferral changes
Check the “Check the box to limit the effective date . . . “
Click Submit

2) Loans Issued Report
Create a list of participants with loans issued during a specific date range:

From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Contribution > Changes to Contribution Rate
Select the applicable date range
Indicate the sort order
Click Submit

The reports below should be run at least quarterly.

3) Loans Issued Report
Generate a list of all participant loans outstanding with loan details and to-date payment information:

4) Loans in Danger of Default (posted quarterly)
Generate a list of all participant loans outstanding with loan details and to-date payment information:

5) Loans Approaching Maturity Date (posted quarterly)

From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Contribution > Changes to Contribution Rate
Select the applicable quarter and view applicable report

Send questions or concerns with any of these reports to Theresa.Mackey@transamerica.com