MnSCU Retirement Plans

1
MnSCU Retirement Plans

• Basic Training for Campus HR Administrators

2
Planned Modules

• Module 1 Retirement Plan Concepts
• Module 2 Eligibility for Primary Plans
• Module 3 Reporting in SCUPPS
• Module 4 SRP Eligibility and Coding
• Module 5 Forms Completion Processing
• Module 6 Phased Retirement Programs
• Module 7 Voluntary Retirement Programs
• Module 8 Retirement Plan Distributions

3
Objectives Reporting in SCUPPS

• Required Fields in SCUPPS
• Lists Helps for Coding SCUPPS
• SEMA4 Retirement Fields
• Helps for Coding SEMA4
• Hyperion/BRIO Data Queries
• TRA Reporting Queries
• SRP Reporting Queries

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Required Fields in SCUPPS

• Found on SCUPPS Jobs Panel
• Two Main Sections
• Primary Retirement Maintenance
• Supplemental Retirement

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Required Fields in SCUPPS

• Both Primary and Supplemental Retirement Codes
  are required for every employee job record number
• Employees may have different primary retirement
  coverage in different job records
• Classified
• Unclassified
• No coverage

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Required Fields in SCUPPS

• Regular Retirement Maintenance
• Primary Retirement Code
• Effective Date
• Retirement Status Code
• All three fields for each Job Record

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Required Fields in SCUPPS

• Supplemental Retirement
• Supplemental Retirement Code
• Effective Date
• Deduction Code
• All three fields for each eligible Job Record
• Skip Deduction Code if not SRP eligible

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Lists Helps for Coding SCUPPS

• Regular Retirement Maintenance

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Lists Helps for Coding SCUPPS

• Primary Retirement Code list
• http//www.hr.mnscu.edu/retirement/campus_resource
  s/documents/primary_retfund_code.pdf
• Retirement Fund Codes
• and Deduction Rates
• http//www.hr.mnscu.edu/retirement/campus_resource
  s/documents/Retire_Codes_and_Rat.pdf

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Lists Helps for Coding SCUPPS

• Primary Retirement Effective Date
• Multiple Codes and Effective Dates per Job Record
  Number
• Effective Date of the Coverage or Change in
  Coverage

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Lists Helps for Coding SCUPPS

• Retirement Status Code
• Explains why the employee has this particular
  retirement fund coverage
• Is used as a selection/exclusion parameter for a
  number of Hyperion queries

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Lists Helps for Coding SCUPPS

• Retirement Status Codes

http//www.hr.mnscu.edu/retirement/campus_resource
s/documents/Ret_Status_Codes_4_0.pdf
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Lists Helps for Coding SCUPPS

• Supplemental Retirement
• Eligibility Codes
• http//www.hr.mnscu.edu/retirement/campus_resource
  s/documents/SRP_EligibilityCodes.pdf
• Deduction Codes
• http//www.hr.mnscu.edu/retirement/campus_resource
  s/documents/SRP_HistoricalDeductionRates.pdf
• Effective Date Always July 1 unless you are
  correcting an error from a prior year

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SEMA4 Retirement Fields

• Path to Retirement Data in SEMA4
• Workforce Administration
• Job Information
• Job Data
• from Work Location go to
• Benefits Program Participation

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SEMA4 Retirement Fields
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Helps for Coding SEMA4

• Special Case of SRP Eligible Employees in
• MAPE
• MMA
• Commissioners Plan
• Eligible for Employer contributions to the
• Deferred Compensation Plan only
• When NOT eligible for SRP

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Helps for Coding SEMA4

• Special coding required in SEMA4 in the salary
  authority fields in both Job Data and Position
  Management
• http//www.hr.mnscu.edu/retirement/campus_resource
  s/documents/Step20by20Step20process20for20det
  ermining20and20coding20for20SRP.pdf

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Helps for Coding SEMA4

• SRP Coding in Salary Authority field in Job Data
  Follow the same Job Data path as regular
  retirement
• Workforce Administration
• Job Information
• Job Data
• from Work Location go to
• Benefits Program Participation

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Helps for Coding SEMA4
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Helps for Coding SEMA4

• SRP Coding in Salary Authority field in Position
  Data follow this path
• Organizational Development
• Maintain Positions/Budgets
• Add/Update Position Info
• Select the Barg Unit/Cost Projection tab
• NOTE You will need the PCN of the filled
  position

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Helps for Coding SEMA4
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Hyperion/BRIO Data Queries

• Reports HR Human Resources Folder
• Subfolder HR Reconciliation
• Reports Available are
• Based on all assignments in the Fiscal Year
• Look at FTE of assignments
• Look at Primary Retirement Codes per job record
• Look at the Primary Retirement Status Codes
• Look at the Category Code of the Assignment

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Hyperion/BRIO Data Queries

• Available Reports
• HR Phased Retr Coding Errors
• HR Retr AEP Coding Errors
• HR Retr Cd 25 FTE Unclass
• HR Retr Cd AN Class
• HR Retr CD is Blank
• HR Retr Status CD is Blank

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Hyperion/BRIO Data Queries

• HR Human Resources Folder,
• HR Multiple Appointments Report
• Now contains primary retirement codes for all
  assignments reported for any one individual

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TRA Reporting Queries

• Reports HR Human Resources Folder
• Subfolder TRA Annual Year End Report
• Reports Available are
• HR TRA Annual Year End Report Sorted by Name
• HR TRA Phased Retirements
• HR Unclassified Leaves of Absences

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TRA Reporting Queries

• Reports HR Human Resources folder
• HR Annuitant Earnings Report
• Used as a basis to complete the calendar year
  earnings report required by TRA prior to February
  15th of each year

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SRP Reporting Queries

• Reports HR Human Resources folder
• Subfolder SRP Queries
• Reports Available are
• HR SRP code is blank
• HR SRP code of Y and blank deduct cd
• HR SRP data all assignments for FY
• HR SRP deduction Information in SCUPPS
• HR SRP possible newly eligible

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Module 3 Reporting in SCUPPS

• Questions?