Employer Reports
These reports are relevant for every payroll.
You can receive an e-mail from Transamerica notifying you if there has been a change to contributions or loans that requires you to run these reports.
1) Changes to Contribution Rate Report
Create a list of participants with contribution rate changes, includes new enrollments and/or changes in deferral:
From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Contribution > Changes to Contribution Rate
Select the applicable date range
Select New enrollments and deferral changes
Check the “Check the box to limit the effective date . . . “
Click Submit
2) Loans Issued Report
Create a list of participants with loans issued during a specific date range:
From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Loans > Loans Issued
Select the applicable date range
Indicate the sort order
Click Submit
The reports below should be run at least quarterly.
3) Loans Issued Report
Generate a list of all participant loans outstanding with loan details and to-date payment information:
From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Reports > Loans > Loans Register
4) Loans in Danger of Default (posted quarterly)
5) Loans Approaching Maturity Date (posted quarterly)
From the www.ta-retirement.com website, log in with applicable Sponsor credentials.
Go to Plan Information > Document Center > Reporting & Testing > Late Loan Reporting
Send questions or concerns with any of these reports to Theresa.Mackey@transamerica.com
