Member Enrollment NYSLRS Retirement Online Employer Workshop - - PowerPoint PPT Presentation

Office of the New York State Comptroller

Thomas P. DiNapoli

Member Enrollment

NYSLRS Retirement Online Employer Workshop

Presented by: New York State & Local Retirement System

Agenda

Topics Time Mandatory and Op,onal Members at NYSLRS 10 minutes Enrollment Op,ons in Release 2 15 Minutes Enrollment Scenarios 10 Minutes Q&A Session 10 Minutes

MANDATORY AND OPTIONAL MEMBERS AT NYSLRS

Mandatory Membership

Employees’ ReBrement System (ERS)

• Membership is mandatory for:
• Full-,me
• Permanent
• 12-month posi,ons
• Annual compensa,on more than the State’s minimum

hourly wage mul,plied by 2,000 hours

Police and Fire ReBrement System (PFRS)

• Membership is mandatory for
• All police officers and paid firefighters
• This includes part-,me posi,ons

OpBonal Membership

Employees’ ReBrement System (ERS)

• Membership is op,onal for:
• Temporary or Provisional Posi,ons;
• Employment of less than 30 hours per week, or less than

the standard number of hours for full-,me employment as established by the employer for that posi,on;

• Dura,on of employment for less than one year, or

employment on less than a 12 month per year basis; or

OpBonal Membership

• All employees who are considered op,onal have

the right to join the Re,rement System.

• The employer, at the ,me of hire, must no,fy

new employees in wri,ng of their right to membership

• Each employee must sign an acknowledge that

no,ce has been given and file it with the employer

• These no,fica,on and acknowledgement

requirements are not changing in Release 2

Mandatory & OpBonal Membership

• There are new ways to enroll members in Re#rement Online
• The op,ons can depend on whether the person is mandatory
• r op,onal
• When enrolling mandatory members through Re#rement

Online, an enrollment applica,on will no longer be required

• Automa,c correspondence is generated to mandatory and
• p,onal members when enrollment is ini,ated through

Re#rement Online

• Informa,on, such as contribu,on rate, is returned in real-,me

to employers

ENROLLMENT OPTIONS

Enrollment OpBons

LEGACY FILE FORMAT ENHANCED FILE FORMAT

Enroll a member through Re,rement Online for Mandatory and Op,onal Members Mail or fax paper forms Mandatory members are automa,cally enrolled through the repor,ng file Enroll a member through Re,rement Online for Mandatory and Op,onal Members as needed Mail or fax paper forms

Enroll a Member through Re#rement Online

• Access through a link on the Employer Portal aZer

logging in to Re#rement Online

• This func,onality is available to all employers and is not

dependent on report format

• To enroll mandatory members, a registra,on form will

no longer be required

• If using this enrollment op,on to enroll op,onal

members, a registra,on form is required

• Upload through Re,rement Online
• Mail or fax to NYSLRS
• Once the process is complete online, NYSLRS ID,

Employment Instance, Tier, and Contribu,on Rate are displayed

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

ILLUSTRATIVE

Enroll a Member through Re#rement Online

The following messages may be generated during the Enroll a Member process:

• Person Match Found
• Member Account Found
• Re,ree Account Found

Enroll a Member through the Enhanced File Format

New employees can be reported on the Enhanced File Format to complete enrollment

• Biographical Data
• Name
• Address
• Date of Birth
• Social Security Number
• Job Data
• Effec,ve Date
• HR Transac,on Type = Hire
• Job Code

• Does the person exist in NYSLRS system?
• Yes – The exis,ng NYSLRS ID will be

provided to the employer

• No – A new NYSLRS ID is created
• Does job data meet mandatory

membership requirements?

• Yes – The person is automa,cally enrolled
• No – The person will not be enrolled but

will store earnings and days informa,on

• If the person is op,onal a NYSLRS ID is

created and informa,on is stored

Enroll a Member through the Enhanced File Format

New Hire Summary

ILLUSTRATIVE

Benefits of New Enrollment OpBons

• Improves registra,on ,meliness
• Provides informa,on on contribu,on rates in real-,me
• Evaluates job data to determine if a person is

mandatory or op,onal

• Automa,cally sends appropriate correspondence to the

mandatory or op,onal employees

ENROLLMENT SCENARIOS

Enrollment Scenarios

• Rehired Re,ree
• The person can be reported on the Enhanced file format
• r entered through Enroll a Member
• The person will not be automa,cally enrolled
• The employer can con,nue to report Days and Earnings

for the employee and it will be stored in the system

• NYSLRS will monitor earnings informa,on to see if an

employee has met the re,ree earnings cap

• The employee needs to contact NYSLRS directly to restore

membership

Enrollment Scenarios

• Subsequent Employment
• The person can be reported on the Enhanced file format
• r entered through Enroll a Member
• Business rules will validate that it is subsequent

employment and create a new employment instance for that job

• The employer will receive the NYSLRS ID and Employment

Instance for repor,ng purposes

Key Takeaways

• Understand the criteria for mandatory and op,onal

members at NYSLRS

• Understand the mul,ple op,ons for comple,ng the

enrollment process through Re,rement Online

• NYSLRS con,nues to accept paper forms as needed
• Use the enrollment scenarios to understand how these

changes apply to your organiza,on

QUESTIONS