Whether you use our Data Validation Center (DVC) or have payroll integration established for your plan, it is best practice to include all census data, including dates of birth, hire, termination and rehire, as well as email addresses, for all employees on your contribution file. The contribution file should include all employees who worked during the pay period you are submitting (regardless of eligibility or active participation).
This will allow you to take full advantage of the services offered by American Trust Retirement, such as e-delivery of notices/disclosures. In addition, if we have all employees, prior to their eligibility date, we can assist you in notifying employees when they become eligible. It all starts with getting complete data from the contribution file.
Most census data that should be included in your contribution file is information you already have and are tracking. Information like email addresses and hours worked during the pay period are easily exported from your current payroll system.
Your Client Service Manager can help make sure your payroll file template is the current version with all applicable census data fields.
Need help with DVC Upload
Using the DVC upload process is easy! Click the link below for a short video on how to use the DVC contribution file upload process after your payroll file is ready.
Your Client Service Manager can provide further assistance if needed.
Interested in Payroll Integration
The Payroll Integration Service allows payroll providers to send contribution data directly to American Trust Retirement which eliminates the need for plan sponsors to manually upload contribution files.
The Payroll Integration Service is available with a robust list of 360- and 180- degree payroll providers.
With 180° payroll integrations, the payroll provider transmits payroll data to American Trust Retirement each pay period. As participants make deferral changes, plan sponsors send those updates to their payroll provider.
With 360° payroll integrations, the payroll provider transmits payroll data to American Trust Retirement each pay period. As participants make deferral changes on American Trust Retirement’s website, American Trust Retirement sends the updates back to the payroll provider in a feedback file.
Please reach out to your Client Service Manager or click the link below to find out if your payroll provider has this service established with American Trust Retirement.
Payroll Integration Services – American Trust Retirement
While American Trust Retirement offers this service at no cost to plan sponsors, some payroll providers charge for this service. Plan sponsors are encouraged to reach out to their payroll providers to understand what fees, if any, might accompany the addition of this service.