The Employee Retirement Elections report uses the Employee Benefit Elections - As of Date topic to display employee retirement elections, including contribution amounts and percentages.
Fields
| Field Name | Group by | Sort Order | Totals |
|---|---|---|---|
| Employee | Yes | A to Z | |
| Plan Sub Type | Yes | Ascending | |
| Plan Option | Ascending | ||
| Opt Eff From | Oldest to Newest | ||
| SSN/SIN | |||
| Opt Eff To | |||
| Cov Start | |||
| Cov End | |||
| Contrib Amt | |||
| EE Contrib Pct | |||
| ER Contrib Pct |
Filters
The template includes the following filters: