Enhanced Reporting Excel Tool
This macro-enabled Excel template automatically generates an enhanced reporting compatible file (pipe-delimited .txt file) for uploading to Retirement Online. It can be used for hiring and enrolling, regular reporting, and submitting adjustments.
Please do not use this tool until you have completed your transition to enhanced reporting and are Gold Certified.
Who this tool is for
Employers who manually report and need to hire in retirees or large numbers of optional employees.
Employers who upload a file in Retirement Online and:
- Used a template (such as a .prn or Excel file) to generate their file in legacy reporting.
- Do not use a third-party payroll provider.
- Are not supported by a CPA firm.
- Do not have an in-house IT department or software to generate their enhanced file.
What you can do with this tool
- Hire new employees and retirees.
- Enroll new mandatory members.
- Submit job data changes.
- Submit a regular or adjustment report.
The Excel Tool & Instructions
- Enhanced Reporting Excel Tool
: Download and use this macro-enabled tool to automatically generate the enhanced file. - Guide & Instructions: Refer to this guide and these step-by-step instructions for using the Excel Tool, creating your enhanced report and generating the file.
- Enhanced File Format Guide
: Refer to this guide for every field available in the enhanced report, which fields are required, and what inputs will be accepted.
If You Need Help
If you have questions about your enhanced report or for help using the Enhanced Reporting Excel Tool, use our help desk form (select Enhanced Reporting/Gold Certification from the dropdown).
You can also call 866-805-0990 (press 1 to access the employer menu, then follow the prompts).