Montana Pension Profile
The Montana Pension Profile module is used to define the values needed to run both the Montana Teachers Retirement pension (first screen) and the Montana Public Employees Retirement pension (second screen).
TRS Pension Report Profile Parameters
County Number
- Enter the two-digit county number.
District Number
- Enter the four-digit district number.
Retired / Re-Employed Retiree Employee Types
- Enter up to 1 or up to 5 employee type codes separated by a comma, which represent employees that are working retired, working and receiving a benefit from TRS. Working Retired as reported as status 'W' with no employee or employer contribution. After the working retired employee type codes have been defined, entered a slash '/' followed by the employee type code that represents Re-employed Retired employees. Re-employed Retired employees are employees that have returned to work after retirement and the full pension portion is being covered by the board. Re-employed Retired employees are reported with a status of 'R'. The employee type codes apply to the employee's master function line.
R1, - represents a Working Retired employee type codes
R1, /R0, - represents a Working Retired followed by the Re-employed Retired employee type code of R0. Please note that each employee type code must be followed by a comma.
Full Time Hours
- Enter the total number of hours representing a full-time teaching position for a month.
Basic TRS Deduction Codes
- Enter up to 5 valid deduction codes separated by a comma that represent the TRS pension deduction codes. Employees that do not have one of the listed deduction codes will be omitted from the report.
Additional TRS Deduction Codes
- Enter up to 5 valid deduction codes separated by a comma that represent the TRS additional pension deduction codes.
Termination TRS Deduction Codes Option 1
- Enter up to 5 valid deduction codes separated by a comma that represent the pension related to termination for option 1.
Termination TRS Deduction Codes Option 2
- Enter up to 5 valid deduction codes separated by a comma that represent the pension related to termination for option 2.
PERS Pension Report Profile Parameters
The SEASONAL Indicators default is 'P'ermanent. To set an employee to 'S'easonal enter the code 'SEA' into the employee's field SPECIFIC on the employee pay master screen. To indicate an employee is 'T'emporary enter 'TEMP' into the employee's field SPECIFIC. To omit an employee from being reported as non-contributing enter 'N/A' in the SPECIFIC field on the employee's Pay Master screen.
To indicate an employee is 'T'emporary enter 'TEMP' into the employee's field SPECIFIC.
System Number
- Enter the Retirement system number.
Employer Type
- Enter the Employer type code. Refer to Appendix A of the Public Employees' Retirement Division Electronic Input requirements manual.
Employer ID Number
- Enter the 4-digit Employer Identification number assigned by PERS.
Part Time Employee Type Codes
- Enter up to 5 employee type codes separated by a comma that represent employees that are part time. The employee type codes apply to the employee's master function line. This information is used to set the Part Time Indicator.
Basic PERS Deduction Codes
- Enter up to 5 valid deduction codes separated by a comma that represent the PERS pension deduction codes. Employees that do not have one of the listed deduction codes will be omitted from the report.
Additional PERS Deduction Codes
- Enter up to 5 valid deduction codes separated by a comma that represent the additional PERS pension deduction codes.
Buy Back Deduction Codes/Buy Back Type
- Enter up to 5 valid deduction codes separated by a comma representing the buy back PERS pension deduction codes. When a buy back deduction code(s) has been defined you are also prompted for the 3-character buy back type code. Refer to Appendix B of the Public Employees' Retirement Division Electronic Input Requirements manual.
Default Non-Contributing Code
- Enter the default non-contributing code to be applied to non-contributing employees that do not already have a non-contributing code. When this default code is first loaded that would apply to all employees. Use look-up for a list of possible codes. Codes not in the list may be used as well.
An employee's individual non-contributing code may be changed under the PERS Pension Record Changes after the PERS Pension Report has been 'G'enerated. Once you set an employee's non-contributing code, that code will stay in effect or carry over, unless changed, to all future PERS reports until the employee is no longer a non-contributor.