Census

Helpful Links
  • Login Portal (Online Access:download census request and reports)
  • Upload Link (Use link to securely upload data)

    • For More information, you may click directly to watch the following content:

    Pension services Annual Plan Administration Calendar
  • Deadlines and your plan’s administration cycle
    		•

    Downloading and Uploading your Census – (link)
  • Dowload your census template
  • Upload your census documents

    • Portal login and Password reset – (link)
  • Portal Login
  • Password reset

    • Completing your census form Video Instructions – (link)
  • Completing Attestation
  • Affiliated Services and Controlled Group
  • Ownership and officer and related family employees
  • Completing Demographics (Entering Names)
  • Completing Demographics (Entering Social Securities)
  • Completing Demographics (Entering Demographics, Gender, Birthdate, hire)
  • Completing Demographics (Entering Hours)
  • Section 125 Compensation
  • 401k Deferral (PreTax)
  • 401k Deferral (ROTH Deferral)
  • Gross W2 Medicare Compensation
  • New Plan Columns (Prior Year Earnings)
  • New Plan Columns (Prior Year Service History)
  • Additional Columns (Military Leave)
  • Additional Columns (Severance)
  • Additional Columns (Collective Bargaining or Non Resident)
  • Providing Additional Notes
  • Reconciling and checking your census