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Training Tidbit: Electronically Filing the SD Retirement Contribution Recap Report

Did you know that in addition to filing the Monthly Retirement Report electronically to the South Dakota Retirement System, the Retirement Contribution Recap Report can also be filed electronically?

After creating the file for the Monthly Retirement Report (by selecting the Options menu and then Create Report File), complete the steps below to export the Retirement Contribution Recap Report to a .PDF file to submit electronically:

  • Select the SD Retirement Contribution Recap Report from the Reports menu.
  • At the report printing options screen for the SD Retirement Contribution Recap Report, click the Export button.
  • At the Export Options screen, enter the correct path (drive and folders) and file name for which to export the report in the File Name field.
  • Select Portable Document Format in the File Type field.
  • Click the Execute button.

The SD Retirement Contribution Recap Report will be exported to the specified location with the designated filename. The file can then be submitted to the South Dakota Retirement System following their transmission instructions. For detailed instructions on using the South Dakota Monthly Retirement Report option, refer to the “Retirement Reports” topic in the Help File.

Note:

    The SD Retirement Contribution Recap Report can also be exported to a .TXT file (instead of a .PDF file) by selecting ASCII Text as the File Type in the above steps; and then also do the following: leave the Suppress Carriage Returns field unselected, leave the Page Delimiter field blank, enter True in the Suppress Empty Lines field, and enter a comma in the Text Delimiter field.