Step 2: Review your list of enrolled employees and submit updates
Please open the Staff Report provided at the URL link in the email sent to you. If you are having trouble accessing your staff report, please reach out to retirementplan@uua.org. Only the Primary Contact will have access to the report. Carefully review all information and make any necessary corrections in the provided spreadsheet and fill in any missing data, such as job titles, salary amounts, housing amounts (for clergy), hire dates, and termination dates. In the "Salary" column, indicate the employee's pay as either Annual or Hourly. For the "Qualifier" column, use "A" for Annual or "H" for Hourly. Make all edits directly in this spreadsheet. Do not attempt to make changes on the Empower platform, as you do not have access to all necessary fields for this update, which may result in an incomplete review.
If you have any current W2 employees aged 18 or above who are not listed, please add a new row for each missing employee, including their name and job title only (do not include their SSN or any other data). To securely submit their employment information for enrollment, use the
Online Empdata Submission Form. Avoid using the '+ADD employee' option on the Empower platform, as this can cause duplicate accounts and does not provide access to all necessary fields in our Plan. It is crucial that you utilize the
Online Empdata Submission Form and select the 'Enroll New W2 Employee' option to ensure accurate and complete employee enrollment.
We know that many of you will see employees that are enrolled and linked to your organization that no longer work for you, and perhaps have not worked for you in a very long time. We apologize for this inconvenience, but we are still in the process of cleaning up data that was transferred over from TIAA. We never had the ability to manage employment dates in a meaningful way with TIAA and so we are developing systems with Empower to help you manage your linked employees better. We will be asking you once a year to verify your staff lists to help keep all employment data up-to-date and accurate, and to help us manage IRS compliance with Actual Deferral Percentage (ADP)/Actual Contribution Percentage (ACP) nondiscrimination testing.
For those employees that are terminated and you have verified that the termination dates are correct and that any owed contributions have been made, we will remove them from your list of enrolled employees after reviewing your edited staff list.
Please note that because of the sensitive nature of the staff list, only the primary contact will be able to access the file. If you need someone else from your organization to perform the staff review and updates, please send an email to
retirementplan@uua.org with your organization's ID#, the person's name and their email address. Once we receive that information we will reset the staffing report for their access and send them the URL so that they can review and make the updates.
