ING

ING is a third party administrator for 403(b) and 457plans. SDS WFO will create the files required by ING.

ING has two files that may be submitted. A detailed list of the files, the fields included in each file and where the information for these fields resides in the SDS database is provided below.

1.  The Census File for remitting contributions for 403(b), 457, etc. It contains employee demographic info and 403(b) information.

2.  The Common Remitter File is for remitting contributions for 403(b), 457, Roth etc. It contains employee demographic info, 403(b) information and vendor names.

Note: For any questions regarding timing of files to be submitted or how to submit files, please contact ING directly.

Census Fields and their locations in the SDS database:
The following fields are located in the Employee Master.

•     Social security number

•     Employee number

•     Last name, first name, middle name or initial

•     Employee address, city, state, zip

•     Gender

•     Date of birth

•     Home Phone

•     Employment Status: Separation Reason (If blank default is “H”)

•     Employment Status Date: Termination date or Hire date

•     Date of hire: Hire date

•     PEdate: Hire date

•     Yrs of Service: Years_in_Dist

•     Current Salary: Annual_Salary field in employee master or from Employee Contracts

Creating the Census File:

1.  Enter WFO and from the menu tree select Payroll Processing | State and Federal Reporting.

2.  From the Select Your State dropdown, select ING.

3.  From the Select Your Report dropdown, select the Census file.

4.  Fill in the top part of the screen with the correct district information.

5.  Select Save Setup. This will retain your information for future reports.

6.  Select Create Report. The file CensusING_L.csv file will be created.

7.  Right click on the yellow file folder and select Save Target As. Change the file name to CensusING.csv and select Save to a location of your choice.

Common Remitter File Fields and their locations in the SDS database:
The following fields are located in the Employee Master.

•     Social security number

•     Last name, first name, middle name or initial

Amounts are pulled from the Employee YTD detail history. These fields will be reported if the Deduction/Benefit Master marked as indicated on the deductions and benefits reported to ING.

•     Source: VO for Employee, ER for Employer contributions or RT for Roth

•     Vendor Name: For any 403(b), 457 or Roth plan etc. - Deduction and benefit master, vendor number.

•     Vendor Number: For any 403(b), 457 or Roth plan etc. - Deduction and benefit master,

•     403(b) contributions: Deduction/Benefit Master must have Active = Y and Box 13 = E

•     457 contributions: Deduction/Benefit Master must have Active = Y and Box 13 = G.

•     Roth contributions: Deduction/Benefit Master must have Active = Y and Box 13 = BB.

•     Voluntary employee paid deductions for retirement contributions:

•     Deduction/Benefit Master must have Voluntary = Y, Fringe Benefit = N, Active = Y and Pension Plan = Y.

Creating the Common Remitter File:

1.  Enter WFO and from the menu tree select Payroll Processing | State and Federal Reporting.

2.  From the Select Your State dropdown, select ING.

3.  From the Select Your Report dropdown, select the Common Remitter file.

4.  Fill in the top part of the screen with the correct district information.

5.  From the Benefit and Deduction Selectors, select your appropriate choices.

6.  Select Save Setup. This will retain your information for future reports.

7.  Enter the payroll date being reported in the period starting box.

8.  In the Calendar Starting and Calendar Ending Dates, enter the SDS payroll calendar starting and ending dates.

Note: If you are reporting only one payroll, these dates will be the same date.
If you are reporting a range of payroll dates, enter the first payroll date in the starting payroll date field and the last payroll date in the ending payroll date field.

1.  Select Create Report. The file CommonING_L.csv will be created.

2.  Right click on the yellow file folder and select Save Target As. Change the file name to CommonING.csv and select Save to a location of your choice.