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Simply Sponsor Resources Category: 3. Census and Payroll

How to Submit Contributions (<125 employees)

Gunter Johannes / 19 Apr 2022

Instructions to submit 401(k) contributions to the retirement plan. This guide is for plans with less than 125 employees

How to Submit Contributions (>125 employees)

Gunter Johannes / 18 Apr 2022

Instructions to submit 401(k) contributions to the retirement plan. This guide is for plans with more than 125 employees

A quick video showing how to edit employee data

Instructions on how to manage contributions submitted for proccessing. Learn how to track the status of contributions submitted, correct contributions submitted and cancel/recall contributions submitted with this guide.

Our system has a safety check to identify payrolls with the same start, end and check date to prevent duplicate submissions. If a payroll was already submitted with the same dates, then the payroll is placed in a holding position. The plan sponsor will need to review the payrolls and either click Confirm to keep processing the payroll or Cancel to stop processing the second payroll. This is a safety check to prevent ACHing your account a second time.

INSTRUCTIONS: How to Fix Payroll Rejections

Gunter Johannes / 14 Apr 2022

Learn how to correct common payroll submission mistakes.

INSTRUCTIONS: How to Format Payroll csv File

Gunter Johannes / 14 Mar 2022

If using the Excel file submission method (best for companies with 125+ employees), learn how to correctly format the payroll submission file

If manually submitting payroll and/or the payroll provider doesn’t offer payroll integration, learn how to create a custom report to more easily upload payroll data into your plan.

How to Add/update Payroll Provider

Gunter Johannes / 14 Mar 2022

We recommend adding during the initial set up of the plan and updating your payroll vendor if your should change vendors. We use this information to help you manage your plan.

Learn what retirement and payroll experts have to say to help you achieve payroll excellence

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San Francisco, CA 94104
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© 2022 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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