Employer Upload Site Resources

The resources you need to take advantage of the upload site.

Contribution Data Templates and Administrative Procedures (Instructions) by plan type.

Your Contributions Data Templates were uniquely designed for your plan type. Find your plan and click the Contributions Data Template link to download the Excel file. Need help completing the template? You can also download your plan’s Administrative Procedures if you need additional instructions.

Health Reimbursement Arrangement (HRA)

Special Pay Plan

Employer Sponsored Plan

3121 FICA Alternative Plan

APPLE Plan

Census and Forfeiture Data Templates

Your Census and Forfeiture Data Templates are not plan-specific. Click either of the links below to download the Excel file.

Educational Materials

 

Best Practices Overview (PDF)

 

 

Enhanced Employer Upload Intro

How to use Contributions Upload

How to use Census Upload

How to use Forfeitures Upload 

 

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