- Knowledge Base Categories:
- School Accounting System
- Payroll
Training Tidbit: Voya 403b Report
Are you working on the setup for the 403b Reporting option? If you participate in the Iowa State Option which utilizes the Voya (formerly ING) 403b administrator, define and complete the custom fields (if applicable) as listed in this link prior to generating the Voya 403b report: VoyaSetup.pdf. When completing the applicable custom fields, utilize the Adjust Custom Fields option to enter or change the data in a particular custom field for a specific group of employees, if desired.
Also, click this link for additional information noting where all the fields (columns) on the Voya Census Data Report are generated from in the School Accounting System: VoyaCensusData.pdf
For step-by-step instructions on generating the Voya 403b report and creating the test file, refer to the 403b Reporting topic in the Help File.
Note: When the test file is created for the Census Data report, the last names and social security numbers of all the employees will be omitted from the file.