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Training Tidbit: What is the 403b Reporting option?

The 403b Reporting option, which is accessed under the Government Reporting menu in the Payroll module, is used to create a file to submit the necessary information to a specific third-party 403(b) plan administrator.  Click here to view the companies which are currently set up to create files from within the 403b Reporting option.

Note:  If you are working with a company that is not currently available within the 403b Reporting option, contact us to see if the specific layout for the company can be added in a future update.  For step-by-step instructions on generating the 403b report, refer to the 403b Reporting topic in the Help File.  Also, for more information on the regulations of 403(b) plans provided by the IRS, click here.